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 | $22,492 | $105,998-78.8% | $92,233-75.6% | $147,584-84.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 20.89% | 50.05%-29.2pp | 176.28%-155.4pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,261 | $4,333-70.9% | $3,679-65.7% | $4,876-74.1% |
| Participant deferral / active EE | $4,950 | $4,478+10.5% | $3,897+27.0% | $5,439-9.0% |
| Admin fee / account holder | $1,713 | $6,332-72.9% | $5,194-67.0% | $10,885-84.3% |