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 | $48,196 | $175,202-72.5% | $149,673-67.8% | $139,434-65.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 24.17% | 166.71%-142.5pp | 134.42%-110.2pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,099 | $5,474-61.6% | $4,818-56.4% | $4,751-55.8% |
| Participant deferral / active EE | $4,085 | $6,519-37.3% | $5,680-28.1% | $6,710-39.1% |
| Admin fee / account holder | $978 | $16,150-93.9% | $13,210-92.6% | $11,403-91.4% |