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 | $72,653 | $209,411-65.3% | $178,490-59.3% | $158,922-54.3% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 15.56% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $10,132 | $5,706+77.5% | $5,011+102.2% | $4,761+112.8% |
| Participant deferral / active EE | $5,757 | $5,954-3.3% | $5,202+10.7% | $5,982-3.8% |
| Admin fee / account holder | $5,260 | $17,074-69.2% | $13,984-62.4% | $11,246-53.2% |