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 7-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 | $42,302 | $175,202-75.9% | $149,673-71.7% | $139,434-69.7% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 18.57% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,860 | $5,474-11.2% | $4,818+0.9% | $4,751+2.3% |
| Participant deferral / active EE | $10,397 | $6,519+59.5% | $5,680+83.1% | $6,710+54.9% |
| Admin fee / account holder | $329 | $16,150-98.0% | $13,210-97.5% | $11,403-97.1% |