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 | $88,047 | $65,561+34.3% | $86,188+2.2% | $75,163+17.1% |
| Participation rate | 81.4% | 60.5%+20.9pp | 69.0%+12.4pp | 67.2%+14.2pp |
| Annual return | 12.77% | 46.05%-33.3pp | 1168.45%-1155.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,370 | $1,553-11.8% | $2,380-42.5% | $2,670-48.7% |
| Participant deferral / active EE | $4,880 | $3,024+61.4% | $3,985+22.4% | $4,125+18.3% |
| Admin fee / account holder | $5,409 | $5,474-1.2% | $6,852-21.1% | $5,651-4.3% |