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 | $92,676 | $202,432-54.2% | $169,368-45.3% | $139,434-33.5% |
| Participation rate | 81.8% | 81.1%+0.8pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 15.90% | 531.74%-515.8pp | 405.60%-389.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $4,105 | $4,692-12.5% | $4,013+2.3% | $4,751-13.6% |
| Participant deferral / active EE | $5,034 | $6,938-27.4% | $6,221-19.1% | $6,710-25.0% |
| Admin fee / account holder | $11,656 | $10,708+8.8% | $9,003+29.5% | $11,403+2.2% |