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 | $99,050 | $65,561+51.1% | $86,188+14.9% | $75,163+31.8% |
| Participation rate | 83.5% | 60.5%+23.1pp | 69.0%+14.6pp | 67.2%+16.4pp |
| Annual return | 17.20% | 46.05%-28.9pp | 1168.45%-1151.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,071 | $1,553-31.0% | $2,380-55.0% | $2,670-59.9% |
| Participant deferral / active EE | $3,177 | $3,024+5.1% | $3,985-20.3% | $4,125-23.0% |
| Admin fee / account holder | $3,139 | $5,474-42.7% | $6,852-54.2% | $5,651-44.4% |