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 5-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 | $58,990 | $175,202-66.3% | $149,673-60.6% | $139,434-57.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 18.83% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,957 | $5,474-46.0% | $4,818-38.6% | $4,751-37.8% |
| Participant deferral / active EE | $6,340 | $6,519-2.7% | $5,680+11.6% | $6,710-5.5% |
| Admin fee / account holder | $530 | $16,150-96.7% | $13,210-96.0% | $11,403-95.4% |