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 | $35,311 | $176,056-79.9% | $159,436-77.9% | $167,490-78.9% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 18.90% | 331.75%-312.9pp | 263.57%-244.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,847 | $5,297-65.1% | $4,829-61.7% | $4,837-61.8% |
| Participant deferral / active EE | $10,607 | $7,750+36.9% | $7,352+44.3% | $6,341+67.3% |
| Admin fee / account holder | $997 | $12,554-92.1% | $10,799-90.8% | $12,309-91.9% |