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 | $56,916 | $176,056-67.7% | $159,436-64.3% | $167,490-66.0% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 18.69% | 331.75%-313.1pp | 263.57%-244.9pp | 478.56%-459.9pp |
| Employer contribution / active EE | $2,984 | $5,297-43.7% | $4,829-38.2% | $4,837-38.3% |
| Participant deferral / active EE | $6,523 | $7,750-15.8% | $7,352-11.3% | $6,341+2.9% |
| Admin fee / account holder | $758 | $12,554-94.0% | $10,799-93.0% | $12,309-93.8% |