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 8-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 | $48,653 | $175,202-72.2% | $149,673-67.5% | $139,434-65.1% |
| Participation rate | 95.8% | 83.4%+12.5pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 31.55% | 166.71%-135.2pp | 134.42%-102.9pp | 372.94%-341.4pp |
| Employer contribution / active EE | $1,955 | $5,474-64.3% | $4,818-59.4% | $4,751-58.8% |
| Participant deferral / active EE | $5,991 | $6,519-8.1% | $5,680+5.5% | $6,710-10.7% |
| Admin fee / account holder | $1,450 | $16,150-91.0% | $13,210-89.0% | $11,403-87.3% |