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 | $69,228 | $57,281+20.9% | $86,612-20.1% | $75,163-7.9% |
| Participation rate | 94.5% | 63.2%+31.3pp | 71.7%+22.8pp | 67.2%+27.3pp |
| Annual return | 21.69% | 2670.75%-2649.1pp | 591.07%-569.4pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,283 | $2,314-44.6% | $3,022-57.6% | $2,670-52.0% |
| Participant deferral / active EE | $3,769 | $3,318+13.6% | $4,438-15.1% | $4,125-8.6% |
| Admin fee / account holder | $4,378 | $4,112+6.5% | $5,614-22.0% | $5,651-22.5% |