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 | $41,789 | $198,466-78.9% | $170,442-75.5% | $147,584-71.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 21.40% | 257.29%-235.9pp | 205.93%-184.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,922 | $6,184-52.7% | $5,433-46.2% | $4,876-40.1% |
| Participant deferral / active EE | $7,075 | $5,629+25.7% | $4,939+43.2% | $5,439+30.1% |
| Admin fee / account holder | $2,195 | $16,852-87.0% | $13,880-84.2% | $10,885-79.8% |