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 | $36,879 | $209,832-82.4% | $189,513-80.5% | $167,490-78.0% |
| Participation rate | 94.4% | 88.7%+5.8pp | 87.8%+6.6pp | 82.1%+12.3pp |
| Annual return | 12.37% | 748.27%-735.9pp | 555.15%-542.8pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,615 | $6,914-62.2% | $6,162-57.6% | $4,837-45.9% |
| Participant deferral / active EE | $3,898 | $8,935-56.4% | $8,221-52.6% | $6,341-38.5% |
| Admin fee / account holder | $752 | $14,293-94.7% | $12,045-93.8% | $12,309-93.9% |