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 | $95,546 | $65,561+45.7% | $86,188+10.9% | $75,163+27.1% |
| Participation rate | 84.5% | 60.5%+24.0pp | 69.0%+15.5pp | 67.2%+17.3pp |
| Annual return | 15.47% | 46.05%-30.6pp | 1168.45%-1153.0pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,094 | $1,553-29.6% | $2,380-54.0% | $2,670-59.0% |
| Participant deferral / active EE | $5,099 | $3,024+68.6% | $3,985+28.0% | $4,125+23.6% |
| Admin fee / account holder | $11,455 | $5,474+109.3% | $6,852+67.2% | $5,651+102.7% |