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 | $85,960 | $65,561+31.1% | $86,188-0.3% | $75,163+14.4% |
| Participation rate | 84.5% | 60.5%+24.0pp | 69.0%+15.5pp | 67.2%+17.3pp |
| Annual return | 15.54% | 46.05%-30.5pp | 1168.45%-1152.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $884 | $1,553-43.0% | $2,380-62.8% | $2,670-66.9% |
| Participant deferral / active EE | $6,447 | $3,024+113.2% | $3,985+61.8% | $4,125+56.3% |
| Admin fee / account holder | $6,192 | $5,474+13.1% | $6,852-9.6% | $5,651+9.6% |