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 | $53,776 | $183,519-70.7% | $155,509-65.4% | $145,922-63.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 23.11% | 61.17%-38.1pp | 64.67%-41.6pp | 561.29%-538.2pp |
| Employer contribution / active EE | $4,651 | $5,313-12.5% | $4,672-0.5% | $4,660-0.2% |
| Participant deferral / active EE | $2,886 | $6,462-55.3% | $5,626-48.7% | $6,688-56.9% |
| Admin fee / account holder | $452 | $19,313-97.7% | $15,912-97.2% | $13,397-96.6% |