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 7-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 | $41,480 | $175,202-76.3% | $149,673-72.3% | $139,434-70.3% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 21.37% | 166.71%-145.3pp | 134.42%-113.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,180 | $5,474-41.9% | $4,818-34.0% | $4,751-33.1% |
| Participant deferral / active EE | $7,120 | $6,519+9.2% | $5,680+25.4% | $6,710+6.1% |
| Admin fee / account holder | $489 | $16,150-97.0% | $13,210-96.3% | $11,403-95.7% |