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 | $35,976 | $176,056-79.6% | $159,436-77.4% | $167,490-78.5% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 15.36% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,128 | $5,297-78.7% | $4,829-76.6% | $4,837-76.7% |
| Participant deferral / active EE | $5,690 | $7,750-26.6% | $7,352-22.6% | $6,341-10.3% |
| Admin fee / account holder | $513 | $12,554-95.9% | $10,799-95.2% | $12,309-95.8% |