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 | $52,974 | $197,591-73.2% | $177,821-70.2% | $158,922-66.7% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.7%+0.5pp | 82.0%+6.3pp |
| Annual return | 22.98% | 58.76%-35.8pp | 48.32%-25.3pp | 302.83%-279.8pp |
| Employer contribution / active EE | $3,030 | $6,697-54.8% | $5,918-48.8% | $4,761-36.4% |
| Participant deferral / active EE | $6,380 | $8,405-24.1% | $7,714-17.3% | $5,982+6.6% |
| Admin fee / account holder | $315 | $15,399-98.0% | $12,427-97.5% | $11,246-97.2% |