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 | $34,822 | $183,963-81.1% | $162,163-78.5% | $152,861-77.2% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 18.91% | 150.76%-131.8pp | 115.59%-96.7pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,930 | $6,371-69.7% | $5,614-65.6% | $4,762-59.5% |
| Participant deferral / active EE | $3,462 | $8,034-56.9% | $7,298-52.6% | $5,850-40.8% |
| Admin fee / account holder | $21,317 | $13,121+62.5% | $10,843+96.6% | $11,596+83.8% |