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 | $53,861 | $183,963-70.7% | $162,163-66.8% | $152,861-64.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 33.84% | 150.76%-116.9pp | 115.59%-81.8pp | 345.32%-311.5pp |
| Employer contribution / active EE | $1,576 | $6,371-75.3% | $5,614-71.9% | $4,762-66.9% |
| Participant deferral / active EE | $4,429 | $8,034-44.9% | $7,298-39.3% | $5,850-24.3% |
| Admin fee / account holder | $440 | $13,121-96.6% | $10,843-95.9% | $11,596-96.2% |