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 | $34,953 | $144,119-75.7% | $117,854-70.3% | $147,584-76.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 18.90% | 531.15%-512.2pp | 335.08%-316.2pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,185 | $4,896-55.4% | $3,786-42.3% | $4,876-55.2% |
| Participant deferral / active EE | $9,513 | $5,316+79.0% | $4,482+112.3% | $5,439+74.9% |
| Admin fee / account holder | $832 | $10,886-92.4% | $8,020-89.6% | $10,885-92.4% |