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 | $71,888 | $65,561+9.7% | $86,188-16.6% | $75,163-4.4% |
| Participation rate | 86.1% | 60.5%+25.6pp | 69.0%+17.2pp | 67.2%+18.9pp |
| Annual return | 19.68% | 46.05%-26.4pp | 1168.45%-1148.8pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,414 | $1,553-8.9% | $2,380-40.6% | $2,670-47.0% |
| Participant deferral / active EE | $3,457 | $3,024+14.3% | $3,985-13.2% | $4,125-16.2% |
| Admin fee / account holder | $5,220 | $5,474-4.6% | $6,852-23.8% | $5,651-7.6% |