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 | $88,503 | $65,561+35.0% | $86,188+2.7% | $75,163+17.7% |
| Participation rate | 71.2% | 60.5%+10.7pp | 69.0%+2.3pp | 67.2%+4.0pp |
| Annual return | 14.12% | 46.05%-31.9pp | 1168.45%-1154.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,473 | $1,553+59.3% | $2,380+3.9% | $2,670-7.4% |
| Participant deferral / active EE | $4,981 | $3,024+64.7% | $3,985+25.0% | $4,125+20.8% |
| Admin fee / account holder | $4,474 | $5,474-18.3% | $6,852-34.7% | $5,651-20.8% |