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 | $123,559 | $65,561+88.5% | $86,188+43.4% | $75,163+64.4% |
| Participation rate | 89.3% | 60.5%+28.8pp | 69.0%+20.3pp | 67.2%+22.1pp |
| Annual return | 22.42% | 46.05%-23.6pp | 1168.45%-1146.0pp | 160.62%-138.2pp |
| Employer contribution / active EE | $1,397 | $1,553-10.0% | $2,380-41.3% | $2,670-47.7% |
| Participant deferral / active EE | $4,565 | $3,024+51.0% | $3,985+14.5% | $4,125+10.7% |
| Admin fee / account holder | $16,347 | $5,474+198.6% | $6,852+138.6% | $5,651+189.3% |