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 | $57,904 | $105,998-45.4% | $92,233-37.2% | $147,584-60.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 14.64% | 50.05%-35.4pp | 176.28%-161.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,406 | $4,333-67.5% | $3,679-61.8% | $4,876-71.2% |
| Participant deferral / active EE | $5,564 | $4,478+24.2% | $3,897+42.8% | $5,439+2.3% |
| Admin fee / account holder | $467 | $6,332-92.6% | $5,194-91.0% | $10,885-95.7% |