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 | $78,495 | $65,561+19.7% | $86,188-8.9% | $75,163+4.4% |
| Participation rate | 98.2% | 60.5%+37.7pp | 69.0%+29.2pp | 67.2%+31.0pp |
| Annual return | 16.27% | 46.05%-29.8pp | 1168.45%-1152.2pp | 160.62%-144.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,854 | $3,024+192.8% | $3,985+122.2% | $4,125+114.6% |
| Admin fee / account holder | $3,094 | $5,474-43.5% | $6,852-54.8% | $5,651-45.2% |