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 | $33,153 | $226,064-85.3% | $182,532-81.8% | $152,861-78.3% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 21.87% | 192.51%-170.6pp | 148.54%-126.7pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,059 | $4,978-58.6% | $4,076-49.5% | $4,762-56.8% |
| Participant deferral / active EE | $2,097 | $6,368-67.1% | $5,524-62.0% | $5,850-64.2% |
| Admin fee / account holder | $842 | $10,703-92.1% | $8,592-90.2% | $11,596-92.7% |