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 | $90,373 | $65,561+37.8% | $86,188+4.9% | $75,163+20.2% |
| Participation rate | 92.3% | 60.5%+31.8pp | 69.0%+23.3pp | 67.2%+25.1pp |
| Annual return | 15.21% | 46.05%-30.8pp | 1168.45%-1153.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,898 | $1,553+22.2% | $2,380-20.3% | $2,670-28.9% |
| Participant deferral / active EE | $3,783 | $3,024+25.1% | $3,985-5.1% | $4,125-8.3% |
| Admin fee / account holder | $2,005 | $5,474-63.4% | $6,852-70.7% | $5,651-64.5% |