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 | $80,897 | $65,561+23.4% | $86,188-6.1% | $75,163+7.6% |
| Participation rate | 97.3% | 60.5%+36.8pp | 69.0%+28.3pp | 67.2%+30.1pp |
| Annual return | 18.09% | 46.05%-28.0pp | 1168.45%-1150.4pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,307 | $1,553-15.8% | $2,380-45.1% | $2,670-51.1% |
| Participant deferral / active EE | $9,172 | $3,024+203.3% | $3,985+130.1% | $4,125+122.3% |
| Admin fee / account holder | $4,721 | $5,474-13.8% | $6,852-31.1% | $5,651-16.5% |