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 | $39,985 | $104,907-61.9% | $84,611-52.7% | $152,861-73.8% |
| Participation rate | 94.4% | 74.8%+19.6pp | 68.2%+26.2pp | 82.4%+12.0pp |
| Annual return | 21.23% | 373.79%-352.6pp | 258.74%-237.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,395 | $3,302-57.8% | $2,652-47.4% | $4,762-70.7% |
| Participant deferral / active EE | $4,901 | $4,688+4.5% | $3,899+25.7% | $5,850-16.2% |
| Admin fee / account holder | $527 | $6,241-91.6% | $4,912-89.3% | $11,596-95.5% |