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 | $54,188 | $60,124-9.9% | $90,404-40.1% | $79,858-32.1% |
| Participation rate | 97.8% | 65.0%+32.8pp | 72.7%+25.1pp | 69.6%+28.2pp |
| Annual return | 27.71% | 71.94%-44.2pp | 1293.02%-1265.3pp | 31.71%-4.0pp |
| Employer contribution / active EE | $4,212 | $2,068+103.7% | $3,262+29.1% | $2,471+70.5% |
| Participant deferral / active EE | $6,248 | $2,938+112.6% | $3,963+57.6% | $3,740+67.0% |
| Admin fee / account holder | $776 | $3,976-80.5% | $5,611-86.2% | $5,306-85.4% |