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 | $36,178 | $183,963-80.3% | $162,163-77.7% | $152,861-76.3% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.6%+7.4pp | 82.4%+12.6pp |
| Annual return | 29.74% | 150.76%-121.0pp | 115.59%-85.9pp | 345.32%-315.6pp |
| Employer contribution / active EE | $2,714 | $6,371-57.4% | $5,614-51.7% | $4,762-43.0% |
| Participant deferral / active EE | $6,874 | $8,034-14.4% | $7,298-5.8% | $5,850+17.5% |
| Admin fee / account holder | $5,334 | $13,121-59.3% | $10,843-50.8% | $11,596-54.0% |