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 | $81,422 | $183,519-55.6% | $155,509-47.6% | $145,922-44.2% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 12.19% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,395 | $5,313-54.9% | $4,672-48.7% | $4,660-48.6% |
| Participant deferral / active EE | $6,246 | $6,462-3.3% | $5,626+11.0% | $6,688-6.6% |
| Admin fee / account holder | $658 | $19,313-96.6% | $15,912-95.9% | $13,397-95.1% |