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 | $173,833 | $109,817+58.3% | $98,442+76.6% | $167,490+3.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 15.37% | 1956.69%-1941.3pp | 1492.73%-1477.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,162 | $3,224-32.9% | $2,960-26.9% | $4,837-55.3% |
| Participant deferral / active EE | $5,669 | $4,673+21.3% | $4,276+32.6% | $6,341-10.6% |
| Admin fee / account holder | $1,293 | $6,753-80.9% | $5,949-78.3% | $12,309-89.5% |