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 | $27,274 | $226,064-87.9% | $182,532-85.1% | $152,861-82.2% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.0%+11.5pp | 82.4%+7.0pp |
| Annual return | 24.67% | 192.51%-167.8pp | 148.54%-123.9pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,963 | $4,978-60.6% | $4,076-51.8% | $4,762-58.8% |
| Participant deferral / active EE | $4,508 | $6,368-29.2% | $5,524-18.4% | $5,850-22.9% |
| Admin fee / account holder | $1,305 | $10,703-87.8% | $8,592-84.8% | $11,596-88.7% |