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 | $34,943 | $157,256-77.8% | $141,162-75.2% | $152,861-77.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 21.56% | 64.32%-42.8pp | 71.39%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,442 | $5,261-53.6% | $4,735-48.4% | $4,762-48.7% |
| Participant deferral / active EE | $2,794 | $7,109-60.7% | $6,709-58.4% | $5,850-52.2% |
| Admin fee / account holder | $1,057 | $12,120-91.3% | $10,261-89.7% | $11,596-90.9% |