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 3-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 | $53,641 | $159,602-66.4% | $150,045-64.2% | $142,382-62.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.27% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $985 | $4,961-80.2% | $4,693-79.0% | $4,299-77.1% |
| Participant deferral / active EE | $3,892 | $8,310-53.2% | $7,997-51.3% | $6,507-40.2% |
| Admin fee / account holder | $376 | $14,846-97.5% | $13,435-97.2% | $12,624-97.0% |