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 | $55,734 | $65,561-15.0% | $86,188-35.3% | $75,163-25.9% |
| Participation rate | 86.5% | 60.5%+26.0pp | 69.0%+17.6pp | 67.2%+19.3pp |
| Annual return | 16.58% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,747 | $1,553+12.5% | $2,380-26.6% | $2,670-34.6% |
| Participant deferral / active EE | $4,344 | $3,024+43.7% | $3,985+9.0% | $4,125+5.3% |
| Admin fee / account holder | $8,190 | $5,474+49.6% | $6,852+19.5% | $5,651+44.9% |