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 5-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 | $41,853 | $158,398-73.6% | $126,539-66.9% | $142,382-70.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 20.30% | 593.76%-573.5pp | 425.95%-405.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $893 | $4,650-80.8% | $3,674-75.7% | $4,299-79.2% |
| Participant deferral / active EE | $5,466 | $4,767+14.7% | $4,083+33.9% | $6,507-16.0% |
| Admin fee / account holder | $710 | $6,918-89.7% | $6,065-88.3% | $12,624-94.4% |