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 | $70,419 | $65,561+7.4% | $86,188-18.3% | $75,163-6.3% |
| Participation rate | 89.5% | 60.5%+29.0pp | 69.0%+20.5pp | 67.2%+22.3pp |
| Annual return | 12.80% | 46.05%-33.3pp | 1168.45%-1155.7pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,256 | $1,553-19.1% | $2,380-47.2% | $2,670-53.0% |
| Participant deferral / active EE | $3,754 | $3,024+24.2% | $3,985-5.8% | $4,125-9.0% |
| Admin fee / account holder | $2,784 | $5,474-49.1% | $6,852-59.4% | $5,651-50.7% |