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 5-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 | $30,554 | $175,202-82.6% | $149,673-79.6% | $139,434-78.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 23.93% | 166.71%-142.8pp | 134.42%-110.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,218 | $5,474-59.5% | $4,818-54.0% | $4,751-53.3% |
| Participant deferral / active EE | $6,023 | $6,519-7.6% | $5,680+6.0% | $6,710-10.2% |
| Admin fee / account holder | $363 | $16,150-97.8% | $13,210-97.2% | $11,403-96.8% |