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 6-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 | $37,290 | $175,202-78.7% | $149,673-75.1% | $139,434-73.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 21.07% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,964 | $5,474-64.1% | $4,818-59.2% | $4,751-58.7% |
| Participant deferral / active EE | $8,261 | $6,519+26.7% | $5,680+45.4% | $6,710+23.1% |
| Admin fee / account holder | $499 | $16,150-96.9% | $13,210-96.2% | $11,403-95.6% |