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 | $40,189 | $183,519-78.1% | $155,509-74.2% | $145,922-72.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 35.02% | 61.17%-26.1pp | 64.67%-29.7pp | 561.29%-526.3pp |
| Employer contribution / active EE | $1,730 | $5,313-67.4% | $4,672-63.0% | $4,660-62.9% |
| Participant deferral / active EE | $2,219 | $6,462-65.7% | $5,626-60.6% | $6,688-66.8% |
| Admin fee / account holder | $3,082 | $19,313-84.0% | $15,912-80.6% | $13,397-77.0% |