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 | $47,973 | $183,519-73.9% | $155,509-69.2% | $145,922-67.1% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.8pp | 80.3%-1.3pp |
| Annual return | 19.53% | 61.17%-41.6pp | 64.67%-45.1pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,258 | $5,313-57.5% | $4,672-51.7% | $4,660-51.5% |
| Participant deferral / active EE | $5,938 | $6,462-8.1% | $5,626+5.5% | $6,688-11.2% |
| Admin fee / account holder | $441 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |