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 | $62,540 | $65,561-4.6% | $86,188-27.4% | $75,163-16.8% |
| Participation rate | 84.2% | 60.5%+23.7pp | 69.0%+15.3pp | 67.2%+17.0pp |
| Annual return | 25.55% | 46.05%-20.5pp | 1168.45%-1142.9pp | 160.62%-135.1pp |
| Employer contribution / active EE | $2,128 | $1,553+37.0% | $2,380-10.6% | $2,670-20.3% |
| Participant deferral / active EE | $2,788 | $3,024-7.8% | $3,985-30.0% | $4,125-32.4% |
| Admin fee / account holder | $7,429 | $5,474+35.7% | $6,852+8.4% | $5,651+31.5% |