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 | $84,129 | $226,064-62.8% | $182,532-53.9% | $152,861-45.0% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.0%+16.5pp | 82.4%+12.0pp |
| Annual return | 28.84% | 192.51%-163.7pp | 148.54%-119.7pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,234 | $4,978-75.2% | $4,076-69.7% | $4,762-74.1% |
| Participant deferral / active EE | $9,788 | $6,368+53.7% | $5,524+77.2% | $5,850+67.3% |
| Admin fee / account holder | $709 | $10,703-93.4% | $8,592-91.7% | $11,596-93.9% |