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 | $63,333 | $197,591-67.9% | $177,821-64.4% | $158,922-60.1% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 17.42% | 58.76%-41.3pp | 48.32%-30.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $5,690 | $6,697-15.0% | $5,918-3.9% | $4,761+19.5% |
| Participant deferral / active EE | $10,432 | $8,405+24.1% | $7,714+35.2% | $5,982+74.4% |
| Admin fee / account holder | $301 | $15,399-98.0% | $12,427-97.6% | $11,246-97.3% |