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 | $35,682 | $157,256-77.3% | $141,162-74.7% | $152,861-76.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 26.46% | 64.32%-37.9pp | 71.39%-44.9pp | 345.32%-318.9pp |
| Employer contribution / active EE | $5,190 | $5,261-1.4% | $4,735+9.6% | $4,762+9.0% |
| Participant deferral / active EE | $16,187 | $7,109+127.7% | $6,709+141.3% | $5,850+176.7% |
| Admin fee / account holder | $423 | $12,120-96.5% | $10,261-95.9% | $11,596-96.4% |