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 | $111,982 | $65,561+70.8% | $86,188+29.9% | $75,163+49.0% |
| Participation rate | 83.3% | 60.5%+22.8pp | 69.0%+14.4pp | 67.2%+16.1pp |
| Annual return | 22.42% | 46.05%-23.6pp | 1168.45%-1146.0pp | 160.62%-138.2pp |
| Employer contribution / active EE | $1,020 | $1,553-34.3% | $2,380-57.2% | $2,670-61.8% |
| Participant deferral / active EE | $2,032 | $3,024-32.8% | $3,985-49.0% | $4,125-50.7% |
| Admin fee / account holder | $1,270 | $5,474-76.8% | $6,852-81.5% | $5,651-77.5% |