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 6-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 | $39,128 | $202,432-80.7% | $169,368-76.9% | $139,434-71.9% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 25.37% | 531.74%-506.4pp | 405.60%-380.2pp | 372.94%-347.6pp |
| Employer contribution / active EE | $935 | $4,692-80.1% | $4,013-76.7% | $4,751-80.3% |
| Participant deferral / active EE | $10,568 | $6,938+52.3% | $6,221+69.9% | $6,710+57.5% |
| Admin fee / account holder | $377 | $10,708-96.5% | $9,003-95.8% | $11,403-96.7% |