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 | $56,277 | $198,466-71.6% | $170,442-67.0% | $147,584-61.9% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 18.74% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,445 | $6,184-60.5% | $5,433-55.0% | $4,876-49.9% |
| Participant deferral / active EE | $7,555 | $5,629+34.2% | $4,939+53.0% | $5,439+38.9% |
| Admin fee / account holder | $402 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |