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 | $47,266 | $181,894-74.0% | $156,549-69.8% | $273,961-82.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 891.93% | 30.74%+861.2pp | 32.23%+859.7pp | 41.45%+850.5pp |
| Employer contribution / active EE | $2,277 | $6,248-63.6% | $5,501-58.6% | $4,869-53.2% |
| Participant deferral / active EE | $8,852 | $5,550+59.5% | $4,871+81.7% | $5,287+67.4% |
| Admin fee / account holder | $2,137 | $15,559-86.3% | $13,027-83.6% | $10,132-78.9% |