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 | $78,109 | $183,963-57.5% | $162,163-51.8% | $152,861-48.9% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 20.27% | 150.76%-130.5pp | 115.59%-95.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,919 | $6,371-69.9% | $5,614-65.8% | $4,762-59.7% |
| Participant deferral / active EE | $6,052 | $8,034-24.7% | $7,298-17.1% | $5,850+3.5% |
| Admin fee / account holder | $382 | $13,121-97.1% | $10,843-96.5% | $11,596-96.7% |