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 | $57,751 | $48,570+18.9% | $130,648-55.8% | $72,985-20.9% |
| Participation rate | 84.6% | 58.6%+26.0pp | 71.7%+12.9pp | 69.5%+15.1pp |
| Annual return | 23.86% | 38.63%-14.8pp | 1708.96%-1685.1pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,495 | $1,334+87.0% | $4,092-39.0% | $2,440+2.2% |
| Participant deferral / active EE | $3,984 | $2,384+67.1% | $3,603+10.6% | $3,607+10.4% |
| Admin fee / account holder | $748 | $3,549-78.9% | $5,464-86.3% | $5,124-85.4% |