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 | $35,590 | $226,064-84.3% | $182,532-80.5% | $152,861-76.7% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.0%+13.7pp | 82.4%+9.2pp |
| Annual return | 26.45% | 192.51%-166.1pp | 148.54%-122.1pp | 345.32%-318.9pp |
| Employer contribution / active EE | $3,076 | $4,978-38.2% | $4,076-24.5% | $4,762-35.4% |
| Participant deferral / active EE | $7,134 | $6,368+12.0% | $5,524+29.1% | $5,850+21.9% |
| Admin fee / account holder | $5,696 | $10,703-46.8% | $8,592-33.7% | $11,596-50.9% |