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 | $87,456 | $65,561+33.4% | $86,188+1.5% | $75,163+16.4% |
| Participation rate | 89.3% | 60.5%+28.8pp | 69.0%+20.3pp | 67.2%+22.1pp |
| Annual return | 14.79% | 46.05%-31.3pp | 1168.45%-1153.7pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,335 | $1,553-14.0% | $2,380-43.9% | $2,670-50.0% |
| Participant deferral / active EE | $6,715 | $3,024+122.1% | $3,985+68.5% | $4,125+62.8% |
| Admin fee / account holder | $3,295 | $5,474-39.8% | $6,852-51.9% | $5,651-41.7% |