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 | $120,540 | $99,020+21.7% | $86,590+39.2% | $147,584-18.3% |
| Participation rate | 76.9% | 76.3%+0.6pp | 73.5%+3.4pp | 82.8%-5.9pp |
| Annual return | 15.33% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $366 | $3,132-88.3% | $2,839-87.1% | $4,876-92.5% |
| Participant deferral / active EE | $3,664 | $3,972-7.8% | $3,609+1.5% | $5,439-32.6% |
| Admin fee / account holder | $2,129 | $5,710-62.7% | $4,906-56.6% | $10,885-80.4% |