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 | $33,503 | $198,466-83.1% | $170,442-80.3% | $147,584-77.3% |
| Participation rate | 91.3% | 88.0%+3.3pp | 83.6%+7.7pp | 82.8%+8.5pp |
| Annual return | 22.65% | 257.29%-234.6pp | 205.93%-183.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $4,553 | $6,184-26.4% | $5,433-16.2% | $4,876-6.6% |
| Participant deferral / active EE | $6,482 | $5,629+15.1% | $4,939+31.2% | $5,439+19.2% |
| Admin fee / account holder | $3,245 | $16,852-80.7% | $13,880-76.6% | $10,885-70.2% |