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 | $29,658 | $144,119-79.4% | $117,854-74.8% | $147,584-79.9% |
| Participation rate | 82.4% | 83.4%-1.1pp | 79.7%+2.7pp | 82.8%-0.5pp |
| Annual return | 19.95% | 531.15%-511.2pp | 335.08%-315.1pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,874 | $4,896-61.7% | $3,786-50.5% | $4,876-61.6% |
| Participant deferral / active EE | $4,649 | $5,316-12.5% | $4,482+3.7% | $5,439-14.5% |
| Admin fee / account holder | $1,360 | $10,886-87.5% | $8,020-83.0% | $10,885-87.5% |