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 | $38,439 | $209,411-81.6% | $178,490-78.5% | $158,922-75.8% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 12.55% | 188.75%-176.2pp | 151.07%-138.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,426 | $5,706-57.5% | $5,011-51.6% | $4,761-49.0% |
| Participant deferral / active EE | $4,179 | $5,954-29.8% | $5,202-19.7% | $5,982-30.1% |
| Admin fee / account holder | $375 | $17,074-97.8% | $13,984-97.3% | $11,246-96.7% |