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 | $108,410 | $65,561+65.4% | $86,188+25.8% | $75,163+44.2% |
| Participation rate | 90.6% | 60.5%+30.1pp | 69.0%+21.7pp | 67.2%+23.4pp |
| Annual return | 25.89% | 46.05%-20.2pp | 1168.45%-1142.6pp | 160.62%-134.7pp |
| Employer contribution / active EE | $1,026 | $1,553-33.9% | $2,380-56.9% | $2,670-61.6% |
| Participant deferral / active EE | $5,657 | $3,024+87.1% | $3,985+42.0% | $4,125+37.1% |
| Admin fee / account holder | $1,350 | $5,474-75.3% | $6,852-80.3% | $5,651-76.1% |