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 | $54,742 | $105,181-48.0% | $159,436-65.7% | $85,850-36.2% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 19.70% | 45.07%-25.4pp | 263.57%-243.9pp | 318.53%-298.8pp |
| Employer contribution / active EE | $2,246 | $3,318-32.3% | $4,829-53.5% | $2,565-12.4% |
| Participant deferral / active EE | $5,691 | $5,945-4.3% | $7,352-22.6% | $3,952+44.0% |
| Admin fee / account holder | $814 | $6,933-88.3% | $10,799-92.5% | $6,260-87.0% |