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 | $80,072 | $65,561+22.1% | $86,188-7.1% | $75,163+6.5% |
| Participation rate | 81.5% | 60.5%+21.0pp | 69.0%+12.5pp | 67.2%+14.3pp |
| Annual return | 17.93% | 46.05%-28.1pp | 1168.45%-1150.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,001 | $1,553-35.5% | $2,380-57.9% | $2,670-62.5% |
| Participant deferral / active EE | $2,456 | $3,024-18.8% | $3,985-38.4% | $4,125-40.5% |
| Admin fee / account holder | $5,613 | $5,474+2.5% | $6,852-18.1% | $5,651-0.7% |