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 | $88,175 | $65,561+34.5% | $86,188+2.3% | $75,163+17.3% |
| Participation rate | 83.9% | 60.5%+23.4pp | 69.0%+14.9pp | 67.2%+16.7pp |
| Annual return | 13.34% | 46.05%-32.7pp | 1168.45%-1155.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,824 | $1,553+17.5% | $2,380-23.4% | $2,670-31.7% |
| Participant deferral / active EE | $5,496 | $3,024+81.8% | $3,985+37.9% | $4,125+33.2% |
| Admin fee / account holder | $2,832 | $5,474-48.3% | $6,852-58.7% | $5,651-49.9% |