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 | $72,527 | $197,591-63.3% | $177,821-59.2% | $158,922-54.4% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 21.45% | 58.76%-37.3pp | 48.32%-26.9pp | 302.83%-281.4pp |
| Employer contribution / active EE | $3,619 | $6,697-46.0% | $5,918-38.8% | $4,761-24.0% |
| Participant deferral / active EE | $9,489 | $8,405+12.9% | $7,714+23.0% | $5,982+58.6% |
| Admin fee / account holder | $543 | $15,399-96.5% | $12,427-95.6% | $11,246-95.2% |