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 | $61,641 | $57,281+7.6% | $86,612-28.8% | $75,163-18.0% |
| Participation rate | 75.0% | 63.2%+11.8pp | 71.7%+3.3pp | 67.2%+7.8pp |
| Annual return | 19.11% | 2670.75%-2651.6pp | 591.07%-572.0pp | 160.62%-141.5pp |
| Employer contribution / active EE | $456 | $2,314-80.3% | $3,022-84.9% | $2,670-82.9% |
| Participant deferral / active EE | $4,555 | $3,318+37.3% | $4,438+2.6% | $4,125+10.4% |
| Admin fee / account holder | $995 | $4,112-75.8% | $5,614-82.3% | $5,651-82.4% |