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 | $29,201 | $178,174-83.6% | $156,181-81.3% | $137,256-78.7% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 17.32% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,849 | $4,972-22.6% | $4,294-10.4% | $4,156-7.4% |
| Participant deferral / active EE | $4,114 | $6,888-40.3% | $6,132-32.9% | $6,407-35.8% |
| Admin fee / account holder | $346 | $17,404-98.0% | $14,586-97.6% | $12,270-97.2% |