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 | $67,309 | $65,561+2.7% | $86,188-21.9% | $75,163-10.4% |
| Participation rate | 77.3% | 60.5%+16.8pp | 69.0%+8.4pp | 67.2%+10.1pp |
| Annual return | 13.30% | 46.05%-32.8pp | 1168.45%-1155.2pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,245 | $1,553-19.8% | $2,380-47.7% | $2,670-53.4% |
| Participant deferral / active EE | $2,099 | $3,024-30.6% | $3,985-47.3% | $4,125-49.1% |
| Admin fee / account holder | $4,769 | $5,474-12.9% | $6,852-30.4% | $5,651-15.6% |