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 | $48,900 | $198,466-75.4% | $170,442-71.3% | $147,584-66.9% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 10.86% | 257.29%-246.4pp | 205.93%-195.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $5,154 | $6,184-16.6% | $5,433-5.1% | $4,876+5.7% |
| Participant deferral / active EE | $5,161 | $5,629-8.3% | $4,939+4.5% | $5,439-5.1% |
| Admin fee / account holder | $376 | $16,852-97.8% | $13,880-97.3% | $10,885-96.5% |