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 | $49,771 | $198,466-74.9% | $170,442-70.8% | $147,584-66.3% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 18.17% | 257.29%-239.1pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,056 | $6,184-50.6% | $5,433-43.7% | $4,876-37.3% |
| Participant deferral / active EE | $4,414 | $5,629-21.6% | $4,939-10.6% | $5,439-18.8% |
| Admin fee / account holder | $315 | $16,852-98.1% | $13,880-97.7% | $10,885-97.1% |