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 | $47,719 | $198,466-76.0% | $170,442-72.0% | $147,584-67.7% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 50.34% | 257.29%-207.0pp | 205.93%-155.6pp | 578.55%-528.2pp |
| Employer contribution / active EE | $1,663 | $6,184-73.1% | $5,433-69.4% | $4,876-65.9% |
| Participant deferral / active EE | $1,995 | $5,629-64.6% | $4,939-59.6% | $5,439-63.3% |
| Admin fee / account holder | $473 | $16,852-97.2% | $13,880-96.6% | $10,885-95.7% |