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 | $93,086 | $65,561+42.0% | $86,188+8.0% | $75,163+23.8% |
| Participation rate | 71.4% | 60.5%+10.9pp | 69.0%+2.5pp | 67.2%+4.2pp |
| Annual return | 17.13% | 46.05%-28.9pp | 1168.45%-1151.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,754 | $1,553+12.9% | $2,380-26.3% | $2,670-34.3% |
| Participant deferral / active EE | $2,762 | $3,024-8.6% | $3,985-30.7% | $4,125-33.0% |
| Admin fee / account holder | $1,952 | $5,474-64.3% | $6,852-71.5% | $5,651-65.5% |