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 | $47,575 | $185,822-74.4% | $169,993-72.0% | $139,434-65.9% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 13.82% | 60.50%-46.7pp | 53.37%-39.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,050 | $7,590-59.8% | $6,785-55.1% | $4,751-35.8% |
| Participant deferral / active EE | $6,768 | $11,622-41.8% | $10,408-35.0% | $6,710+0.9% |
| Admin fee / account holder | $520 | $15,381-96.6% | $12,815-95.9% | $11,403-95.4% |