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 | $93,580 | $183,592-49.0% | $155,567-39.8% | $145,959-35.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.84% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $7,282 | $5,315+37.0% | $4,674+55.8% | $4,661+56.2% |
| Participant deferral / active EE | $6,995 | $6,464+8.2% | $5,628+24.3% | $6,689+4.6% |
| Admin fee / account holder | $1,262 | $19,318-93.5% | $15,916-92.1% | $13,398-90.6% |