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 | $96,336 | $198,466-51.5% | $170,442-43.5% | $147,584-34.7% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 24.54% | 257.29%-232.8pp | 205.93%-181.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,642 | $6,184-73.5% | $5,433-69.8% | $4,876-66.3% |
| Participant deferral / active EE | $6,352 | $5,629+12.8% | $4,939+28.6% | $5,439+16.8% |
| Admin fee / account holder | $4,086 | $16,852-75.8% | $13,880-70.6% | $10,885-62.5% |