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 | $36,794 | $198,466-81.5% | $170,442-78.4% | $147,584-75.1% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 34.81% | 257.29%-222.5pp | 205.93%-171.1pp | 578.55%-543.7pp |
| Employer contribution / active EE | $2,331 | $6,184-62.3% | $5,433-57.1% | $4,876-52.2% |
| Participant deferral / active EE | $4,617 | $5,629-18.0% | $4,939-6.5% | $5,439-15.1% |
| Admin fee / account holder | $502 | $16,852-97.0% | $13,880-96.4% | $10,885-95.4% |