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 | $54,654 | $65,561-16.6% | $86,188-36.6% | $75,163-27.3% |
| Participation rate | 93.2% | 60.5%+32.7pp | 69.0%+24.3pp | 67.2%+26.0pp |
| Annual return | 17.06% | 46.05%-29.0pp | 1168.45%-1151.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,875 | $1,553+149.6% | $2,380+62.8% | $2,670+45.1% |
| Participant deferral / active EE | $6,297 | $3,024+108.3% | $3,985+58.0% | $4,125+52.7% |
| Admin fee / account holder | $2,326 | $5,474-57.5% | $6,852-66.0% | $5,651-58.8% |