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 | $44,488 | $209,411-78.8% | $178,490-75.1% | $158,922-72.0% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 20.59% | 188.75%-168.2pp | 151.07%-130.5pp | 302.83%-282.2pp |
| Employer contribution / active EE | $3,625 | $5,706-36.5% | $5,011-27.6% | $4,761-23.9% |
| Participant deferral / active EE | $5,107 | $5,954-14.2% | $5,202-1.8% | $5,982-14.6% |
| Admin fee / account holder | $343 | $17,074-98.0% | $13,984-97.5% | $11,246-96.9% |