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 6-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 | $51,495 | $209,832-75.5% | $189,513-72.8% | $167,490-69.3% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 16.53% | 748.27%-731.7pp | 555.15%-538.6pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,956 | $6,914-71.7% | $6,162-68.3% | $4,837-59.6% |
| Participant deferral / active EE | $4,788 | $8,935-46.4% | $8,221-41.8% | $6,341-24.5% |
| Admin fee / account holder | $350 | $14,293-97.6% | $12,045-97.1% | $12,309-97.2% |