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 | $146,425 | $65,561+123.3% | $86,188+69.9% | $75,163+94.8% |
| Participation rate | 80.4% | 60.5%+19.9pp | 69.0%+11.4pp | 67.2%+13.2pp |
| Annual return | 17.19% | 46.05%-28.9pp | 1168.45%-1151.3pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,847 | $1,553+19.0% | $2,380-22.4% | $2,670-30.8% |
| Participant deferral / active EE | $3,897 | $3,024+28.9% | $3,985-2.2% | $4,125-5.5% |
| Admin fee / account holder | $3,342 | $5,474-38.9% | $6,852-51.2% | $5,651-40.9% |