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 | $46,593 | $217,402-78.6% | $185,823-74.9% | $167,490-72.2% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 10.83% | 148.36%-137.5pp | 122.05%-111.2pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,897 | $5,873-33.6% | $5,167-24.6% | $4,837-19.4% |
| Participant deferral / active EE | $6,173 | $6,356-2.9% | $5,568+10.9% | $6,341-2.6% |
| Admin fee / account holder | $2,416 | $19,811-87.8% | $16,237-85.1% | $12,309-80.4% |