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 | $34,243 | $209,411-83.6% | $178,490-80.8% | $158,922-78.5% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 53.32% | 188.75%-135.4pp | 151.07%-97.8pp | 302.83%-249.5pp |
| Employer contribution / active EE | $2,749 | $5,706-51.8% | $5,011-45.1% | $4,761-42.3% |
| Participant deferral / active EE | $6,719 | $5,954+12.8% | $5,202+29.2% | $5,982+12.3% |
| Admin fee / account holder | $417 | $17,074-97.6% | $13,984-97.0% | $11,246-96.3% |