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 | $30,365 | $157,256-80.7% | $141,162-78.5% | $152,861-80.1% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 20.99% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,840 | $5,261-46.0% | $4,735-40.0% | $4,762-40.4% |
| Participant deferral / active EE | $5,183 | $7,109-27.1% | $6,709-22.8% | $5,850-11.4% |
| Admin fee / account holder | $622 | $12,120-94.9% | $10,261-93.9% | $11,596-94.6% |