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 | $33,475 | $138,065-75.8% | $123,544-72.9% | $135,375-75.3% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | 55.09% | 153.68%-98.6pp | 119.20%-64.1pp | 519.73%-464.6pp |
| Employer contribution / active EE | $3,030 | $5,151-41.2% | $4,628-34.5% | $4,779-36.6% |
| Participant deferral / active EE | $6,065 | $6,799-10.8% | $6,426-5.6% | $5,609+8.1% |
| Admin fee / account holder | $729 | $10,916-93.3% | $9,284-92.1% | $10,827-93.3% |