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 | $29,155 | $226,064-87.1% | $182,532-84.0% | $152,861-80.9% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 19.52% | 192.51%-173.0pp | 148.54%-129.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $5,389 | $4,978+8.3% | $4,076+32.2% | $4,762+13.2% |
| Participant deferral / active EE | $1,808 | $6,368-71.6% | $5,524-67.3% | $5,850-69.1% |
| Admin fee / account holder | $1,123 | $10,703-89.5% | $8,592-86.9% | $11,596-90.3% |