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 | $76,213 | $57,281+33.1% | $86,612-12.0% | $75,163+1.4% |
| Participation rate | 70.4% | 63.2%+7.2pp | 71.7%-1.3pp | 67.2%+3.2pp |
| Annual return | 17.51% | 2670.75%-2653.2pp | 591.07%-573.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,003 | $2,314-13.4% | $3,022-33.7% | $2,670-25.0% |
| Participant deferral / active EE | $4,135 | $3,318+24.6% | $4,438-6.8% | $4,125+0.2% |
| Admin fee / account holder | $836 | $4,112-79.7% | $5,614-85.1% | $5,651-85.2% |