See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,568 | $159,602-73.3% | $150,045-71.6% | $142,382-70.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.32% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,694 | $4,961+55.1% | $4,693+63.9% | $4,299+79.0% |
| Participant deferral / active EE | $16,249 | $8,310+95.5% | $7,997+103.2% | $6,507+149.7% |
| Admin fee / account holder | $2,356 | $14,846-84.1% | $13,435-82.5% | $12,624-81.3% |