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 | $63,579 | $183,963-65.4% | $162,163-60.8% | $152,861-58.4% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 18.06% | 150.76%-132.7pp | 115.59%-97.5pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,214 | $6,371-65.2% | $5,614-60.6% | $4,762-53.5% |
| Participant deferral / active EE | $5,547 | $8,034-30.9% | $7,298-24.0% | $5,850-5.2% |
| Admin fee / account holder | $430 | $13,121-96.7% | $10,843-96.0% | $11,596-96.3% |