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 | $88,173 | $65,561+34.5% | $86,188+2.3% | $75,163+17.3% |
| Participation rate | 72.0% | 60.5%+11.5pp | 69.0%+3.0pp | 67.2%+4.8pp |
| Annual return | 19.88% | 46.05%-26.2pp | 1168.45%-1148.6pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,676 | $1,553+8.0% | $2,380-29.6% | $2,670-37.2% |
| Participant deferral / active EE | $4,139 | $3,024+36.9% | $3,985+3.9% | $4,125+0.3% |
| Admin fee / account holder | $20,776 | $5,474+279.5% | $6,852+203.2% | $5,651+267.6% |