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 | $30,847 | $175,202-82.4% | $149,673-79.4% | $139,434-77.9% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 16.41% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,819 | $5,474-66.8% | $4,818-62.3% | $4,751-61.7% |
| Participant deferral / active EE | $1,908 | $6,519-70.7% | $5,680-66.4% | $6,710-71.6% |
| Admin fee / account holder | $528 | $16,150-96.7% | $13,210-96.0% | $11,403-95.4% |