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 | $67,448 | $159,602-57.7% | $150,045-55.0% | $142,382-52.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 28.76% | 70.24%-41.5pp | 62.55%-33.8pp | 217.08%-188.3pp |
| Employer contribution / active EE | $13,060 | $4,961+163.3% | $4,693+178.3% | $4,299+203.8% |
| Participant deferral / active EE | $6,600 | $8,310-20.6% | $7,997-17.5% | $6,507+1.4% |
| Admin fee / account holder | $1,419 | $14,846-90.4% | $13,435-89.4% | $12,624-88.8% |