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 | $68,102 | $57,281+18.9% | $86,612-21.4% | $75,163-9.4% |
| Participation rate | 75.8% | 63.2%+12.6pp | 71.7%+4.1pp | 67.2%+8.6pp |
| Annual return | 18.72% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,216 | $2,314-47.4% | $3,022-59.8% | $2,670-54.4% |
| Participant deferral / active EE | $5,105 | $3,318+53.9% | $4,438+15.0% | $4,125+23.8% |
| Admin fee / account holder | $7,213 | $4,112+75.4% | $5,614+28.5% | $5,651+27.6% |