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 | $40,944 | $100,041-59.1% | $149,718-72.7% | $70,131-41.6% |
| Participation rate | 86.7% | 83.6%+3.1pp | 87.1%-0.4pp | 69.5%+17.1pp |
| Annual return | 19.52% | 27.43%-7.9pp | 1501.63%-1482.1pp | 73.14%-53.6pp |
| Employer contribution / active EE | $2,404 | $3,662-34.4% | $5,445-55.9% | $2,342+2.6% |
| Participant deferral / active EE | $5,559 | $4,983+11.6% | $6,569-15.4% | $3,332+66.9% |
| Admin fee / account holder | $9,397 | $8,286+13.4% | $11,283-16.7% | $4,645+102.3% |