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 7-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 | $32,409 | $157,256-79.4% | $141,162-77.0% | $152,861-78.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 51.94% | 64.32%-12.4pp | 71.39%-19.5pp | 345.32%-293.4pp |
| Employer contribution / active EE | $14,861 | $5,261+182.5% | $4,735+213.8% | $4,762+212.0% |
| Participant deferral / active EE | $24,212 | $7,109+240.6% | $6,709+260.9% | $5,850+313.9% |
| Admin fee / account holder | $543 | $12,120-95.5% | $10,261-94.7% | $11,596-95.3% |