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 | $39,946 | $226,064-82.3% | $182,532-78.1% | $152,861-73.9% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.0%+10.3pp | 82.4%+5.8pp |
| Annual return | 30.63% | 192.51%-161.9pp | 148.54%-117.9pp | 345.32%-314.7pp |
| Employer contribution / active EE | $3,375 | $4,978-32.2% | $4,076-17.2% | $4,762-29.1% |
| Participant deferral / active EE | $3,616 | $6,368-43.2% | $5,524-34.5% | $5,850-38.2% |
| Admin fee / account holder | $5,346 | $10,703-50.1% | $8,592-37.8% | $11,596-53.9% |