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 | $38,226 | $226,064-83.1% | $182,532-79.1% | $152,861-75.0% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 26.66% | 192.51%-165.8pp | 148.54%-121.9pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,431 | $4,978-71.3% | $4,076-64.9% | $4,762-69.9% |
| Participant deferral / active EE | $3,908 | $6,368-38.6% | $5,524-29.3% | $5,850-33.2% |
| Admin fee / account holder | $466 | $10,703-95.6% | $8,592-94.6% | $11,596-96.0% |