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 | $45,341 | $105,998-57.2% | $92,233-50.8% | $147,584-69.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 16.93% | 50.05%-33.1pp | 176.28%-159.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,303 | $4,333-69.9% | $3,679-64.6% | $4,876-73.3% |
| Participant deferral / active EE | $2,809 | $4,478-37.3% | $3,897-27.9% | $5,439-48.4% |
| Admin fee / account holder | $491 | $6,332-92.2% | $5,194-90.5% | $10,885-95.5% |