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 | $31,933 | $135,952-76.5% | $123,892-74.2% | $273,961-88.3% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 10.45% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,832 | $5,170-45.2% | $4,617-38.7% | $4,869-41.8% |
| Participant deferral / active EE | $7,186 | $6,343+13.3% | $5,984+20.1% | $5,287+35.9% |
| Admin fee / account holder | $407 | $9,817-95.9% | $8,357-95.1% | $10,132-96.0% |