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 | $64,005 | $58,927+8.6% | $76,817-16.7% | $72,985-12.3% |
| Participation rate | 86.7% | 67.3%+19.3pp | 72.1%+14.6pp | 69.5%+17.2pp |
| Annual return | 20.41% | 2305.64%-2285.2pp | 1166.11%-1145.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,025 | $1,787-42.6% | $2,302-55.5% | $2,440-58.0% |
| Participant deferral / active EE | $6,607 | $2,690+145.6% | $3,336+98.1% | $3,607+83.1% |
| Admin fee / account holder | $13,641 | $4,013+239.9% | $6,420+112.5% | $5,124+166.2% |