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 | $61,527 | $183,519-66.5% | $155,509-60.4% | $145,922-57.8% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 15.11% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,005 | $5,313-43.4% | $4,672-35.7% | $4,660-35.5% |
| Participant deferral / active EE | $5,628 | $6,462-12.9% | $5,6260% | $6,688-15.8% |
| Admin fee / account holder | $639 | $19,313-96.7% | $15,912-96.0% | $13,397-95.2% |