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 | $53,539 | $175,202-69.4% | $149,673-64.2% | $139,434-61.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 25.27% | 166.71%-141.4pp | 134.42%-109.1pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,576 | $5,474-52.9% | $4,818-46.5% | $4,751-45.8% |
| Participant deferral / active EE | $4,835 | $6,519-25.8% | $5,680-14.9% | $6,710-28.0% |
| Admin fee / account holder | $381 | $16,150-97.6% | $13,210-97.1% | $11,403-96.7% |