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 | $40,430 | $183,963-78.0% | $162,163-75.1% | $152,861-73.6% |
| Participation rate | 86.7% | 88.5%-1.8pp | 87.6%-0.9pp | 82.4%+4.2pp |
| Annual return | 24.22% | 150.76%-126.5pp | 115.59%-91.4pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,246 | $6,371-64.8% | $5,614-60.0% | $4,762-52.8% |
| Participant deferral / active EE | $5,332 | $8,034-33.6% | $7,298-26.9% | $5,850-8.9% |
| Admin fee / account holder | $32,093 | $13,121+144.6% | $10,843+196.0% | $11,596+176.7% |