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 | $37,011 | $198,466-81.4% | $170,442-78.3% | $147,584-74.9% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 12.34% | 257.29%-245.0pp | 205.93%-193.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,941 | $6,184-36.3% | $5,433-27.5% | $4,876-19.2% |
| Participant deferral / active EE | $5,814 | $5,629+3.3% | $4,939+17.7% | $5,439+6.9% |
| Admin fee / account holder | $324 | $16,852-98.1% | $13,880-97.7% | $10,885-97.0% |