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 | $75,596 | $57,281+32.0% | $86,612-12.7% | $75,163+0.6% |
| Participation rate | 91.3% | 63.2%+28.1pp | 71.7%+19.6pp | 67.2%+24.1pp |
| Annual return | 20.97% | 2670.75%-2649.8pp | 591.07%-570.1pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,654 | $2,314-28.5% | $3,022-45.3% | $2,670-38.1% |
| Participant deferral / active EE | $4,779 | $3,318+44.1% | $4,438+7.7% | $4,125+15.9% |
| Admin fee / account holder | $1,782 | $4,112-56.7% | $5,614-68.3% | $5,651-68.5% |