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 6-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 | $48,828 | $159,602-69.4% | $150,045-67.5% | $142,382-65.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 23.45% | 70.24%-46.8pp | 62.55%-39.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $3,303 | $4,961-33.4% | $4,693-29.6% | $4,299-23.2% |
| Participant deferral / active EE | $5,007 | $8,310-39.7% | $7,997-37.4% | $6,507-23.1% |
| Admin fee / account holder | $584 | $14,846-96.1% | $13,435-95.7% | $12,624-95.4% |