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 | $35,790 | $198,466-82.0% | $170,442-79.0% | $147,584-75.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 11.70% | 257.29%-245.6pp | 205.93%-194.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,670 | $6,184-73.0% | $5,433-69.3% | $4,876-65.7% |
| Participant deferral / active EE | $6,652 | $5,629+18.2% | $4,939+34.7% | $5,439+22.3% |
| Admin fee / account holder | $733 | $16,852-95.6% | $13,880-94.7% | $10,885-93.3% |