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 | $41,438 | $202,318-79.5% | $172,739-76.0% | $152,861-72.9% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 33.31% | 1029.65%-996.3pp | 802.84%-769.5pp | 345.32%-312.0pp |
| Employer contribution / active EE | $5,177 | $5,856-11.6% | $5,143+0.7% | $4,762+8.7% |
| Participant deferral / active EE | $4,820 | $5,948-19.0% | $5,198-7.3% | $5,850-17.6% |
| Admin fee / account holder | $568 | $17,109-96.7% | $13,954-95.9% | $11,596-95.1% |