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 | $98,415 | $183,963-46.5% | $162,163-39.3% | $152,861-35.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 26.25% | 150.76%-124.5pp | 115.59%-89.3pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,741 | $6,371-72.7% | $5,614-69.0% | $4,762-63.4% |
| Participant deferral / active EE | $7,467 | $8,034-7.1% | $7,298+2.3% | $5,850+27.6% |
| Admin fee / account holder | $1,439 | $13,121-89.0% | $10,843-86.7% | $11,596-87.6% |