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 | $45,644 | $183,519-75.1% | $155,509-70.6% | $145,922-68.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 11.98% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,367 | $5,313-55.5% | $4,672-49.4% | $4,660-49.2% |
| Participant deferral / active EE | $6,011 | $6,462-7.0% | $5,626+6.8% | $6,688-10.1% |
| Admin fee / account holder | $880 | $19,313-95.4% | $15,912-94.5% | $13,397-93.4% |