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 8-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 | $37,230 | $157,256-76.3% | $141,162-73.6% | $152,861-75.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 506.55% | 64.32%+442.2pp | 71.39%+435.2pp | 345.32%+161.2pp |
| Employer contribution / active EE | $2,148 | $5,261-59.2% | $4,735-54.6% | $4,762-54.9% |
| Participant deferral / active EE | $9,175 | $7,109+29.1% | $6,709+36.8% | $5,850+56.8% |
| Admin fee / account holder | $734 | $12,120-93.9% | $10,261-92.8% | $11,596-93.7% |