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 | $85,665 | $65,561+30.7% | $86,188-0.6% | $75,163+14.0% |
| Participation rate | 71.0% | 60.5%+10.5pp | 69.0%+2.1pp | 67.2%+3.8pp |
| Annual return | 15.28% | 46.05%-30.8pp | 1168.45%-1153.2pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,057 | $1,553-31.9% | $2,380-55.6% | $2,670-60.4% |
| Participant deferral / active EE | $2,931 | $3,024-3.1% | $3,985-26.4% | $4,125-28.9% |
| Admin fee / account holder | $1,171 | $5,474-78.6% | $6,852-82.9% | $5,651-79.3% |