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 | $41,770 | $168,632-75.2% | $147,614-71.7% | $125,391-66.7% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | 21.23% | 77.65%-56.4pp | 61.98%-40.7pp | 282.22%-261.0pp |
| Employer contribution / active EE | $6,636 | $6,252+6.1% | $5,564+19.3% | $4,866+36.4% |
| Participant deferral / active EE | $7,909 | $5,507+43.6% | $4,895+61.6% | $5,352+47.8% |
| Admin fee / account holder | $368 | $13,580-97.3% | $11,611-96.8% | $9,540-96.1% |