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 | $56,247 | $105,181-46.5% | $159,436-64.7% | $85,850-34.5% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.3pp | 69.3%+16.8pp |
| Annual return | 30.42% | 45.07%-14.7pp | 263.57%-233.1pp | 318.53%-288.1pp |
| Employer contribution / active EE | $1,250 | $3,318-62.3% | $4,829-74.1% | $2,565-51.3% |
| Participant deferral / active EE | $6,523 | $5,945+9.7% | $7,352-11.3% | $3,952+65.1% |
| Admin fee / account holder | $670 | $6,933-90.3% | $10,799-93.8% | $6,260-89.3% |