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 | $48,064 | $209,411-77.0% | $178,490-73.1% | $158,922-69.8% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 24.49% | 188.75%-164.3pp | 151.07%-126.6pp | 302.83%-278.3pp |
| Employer contribution / active EE | $4,393 | $5,706-23.0% | $5,011-12.3% | $4,761-7.7% |
| Participant deferral / active EE | $10,031 | $5,954+68.5% | $5,202+92.9% | $5,982+67.7% |
| Admin fee / account holder | $542 | $17,074-96.8% | $13,984-96.1% | $11,246-95.2% |