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 | $112,346 | $159,602-29.6% | $150,045-25.1% | $142,382-21.1% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 22.21% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,852 | $4,961-22.3% | $4,693-17.9% | $4,299-10.4% |
| Participant deferral / active EE | $7,694 | $8,310-7.4% | $7,997-3.8% | $6,507+18.2% |
| Admin fee / account holder | $520 | $14,846-96.5% | $13,435-96.1% | $12,624-95.9% |