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 | $69,708 | $65,561+6.3% | $86,188-19.1% | $75,163-7.3% |
| Participation rate | 76.5% | 60.5%+16.0pp | 69.0%+7.5pp | 67.2%+9.3pp |
| Annual return | 17.03% | 46.05%-29.0pp | 1168.45%-1151.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $4,845 | $1,553+212.1% | $2,380+103.6% | $2,670+81.5% |
| Participant deferral / active EE | $3,685 | $3,024+21.9% | $3,985-7.5% | $4,125-10.7% |
| Admin fee / account holder | $2,085 | $5,474-61.9% | $6,852-69.6% | $5,651-63.1% |