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 5-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 | $86,705 | $175,202-50.5% | $149,673-42.1% | $139,434-37.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 23.06% | 166.71%-143.6pp | 134.42%-111.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,843 | $5,474-66.3% | $4,818-61.7% | $4,751-61.2% |
| Participant deferral / active EE | $8,146 | $6,519+25.0% | $5,680+43.4% | $6,710+21.4% |
| Admin fee / account holder | $658 | $16,150-95.9% | $13,210-95.0% | $11,403-94.2% |