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 | $74,819 | $65,561+14.1% | $86,188-13.2% | $75,163-0.5% |
| Participation rate | 74.6% | 60.5%+14.1pp | 69.0%+5.7pp | 67.2%+7.4pp |
| Annual return | 15.51% | 46.05%-30.5pp | 1168.45%-1152.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $416 | $1,553-73.2% | $2,380-82.5% | $2,670-84.4% |
| Participant deferral / active EE | $2,399 | $3,024-20.6% | $3,985-39.8% | $4,125-41.8% |
| Admin fee / account holder | $10,875 | $5,474+98.7% | $6,852+58.7% | $5,651+92.4% |