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 | $37,560 | $105,998-64.6% | $92,233-59.3% | $147,584-74.5% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 21.61% | 50.05%-28.4pp | 176.28%-154.7pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,877 | $4,333-56.7% | $3,679-49.0% | $4,876-61.5% |
| Participant deferral / active EE | $4,138 | $4,478-7.6% | $3,897+6.2% | $5,439-23.9% |
| Admin fee / account holder | $417 | $6,332-93.4% | $5,194-92.0% | $10,885-96.2% |