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 | $32,783 | $157,256-79.2% | $141,162-76.8% | $152,861-78.6% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 26.92% | 64.32%-37.4pp | 71.39%-44.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,243 | $5,261-76.4% | $4,735-73.7% | $4,762-73.9% |
| Participant deferral / active EE | $5,984 | $7,109-15.8% | $6,709-10.8% | $5,850+2.3% |
| Admin fee / account holder | $768 | $12,120-93.7% | $10,261-92.5% | $11,596-93.4% |