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 | $61,175 | $232,540-73.7% | $185,117-67.0% | $147,584-58.5% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 82.8%+7.2pp |
| Annual return | 13.32% | 43.03%-29.7pp | 40.50%-27.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $531 | $5,195-89.8% | $4,182-87.3% | $4,876-89.1% |
| Participant deferral / active EE | $9,251 | $5,834+58.6% | $5,045+83.4% | $5,439+70.1% |
| Admin fee / account holder | $26,022 | $10,275+153.3% | $8,159+218.9% | $10,885+139.1% |