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 | $71,842 | $57,281+25.4% | $86,612-17.1% | $75,163-4.4% |
| Participation rate | 91.1% | 63.2%+27.9pp | 71.7%+19.4pp | 67.2%+23.9pp |
| Annual return | 17.44% | 2670.75%-2653.3pp | 591.07%-573.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,010 | $2,314+30.0% | $3,022-0.4% | $2,670+12.7% |
| Participant deferral / active EE | $5,955 | $3,318+79.5% | $4,438+34.2% | $4,125+44.4% |
| Admin fee / account holder | $5,247 | $4,112+27.6% | $5,614-6.5% | $5,651-7.1% |