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 | $39,321 | $176,056-77.7% | $159,436-75.3% | $167,490-76.5% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 28.19% | 331.75%-303.6pp | 263.57%-235.4pp | 478.56%-450.4pp |
| Employer contribution / active EE | $4,751 | $5,297-10.3% | $4,829-1.6% | $4,837-1.8% |
| Participant deferral / active EE | $10,651 | $7,750+37.4% | $7,352+44.9% | $6,341+68.0% |
| Admin fee / account holder | $582 | $12,554-95.4% | $10,799-94.6% | $12,309-95.3% |