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 | $96,222 | $198,466-51.5% | $170,442-43.5% | $147,584-34.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 15.17% | 257.29%-242.1pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,932 | $6,184-68.8% | $5,433-64.4% | $4,876-60.4% |
| Participant deferral / active EE | $4,226 | $5,629-24.9% | $4,939-14.5% | $5,439-22.3% |
| Admin fee / account holder | $396 | $16,852-97.7% | $13,880-97.1% | $10,885-96.4% |