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 | $58,263 | $65,561-11.1% | $86,188-32.4% | $75,163-22.5% |
| Participation rate | 83.9% | 60.5%+23.4pp | 69.0%+14.9pp | 67.2%+16.7pp |
| Annual return | 14.26% | 46.05%-31.8pp | 1168.45%-1154.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $462 | $1,553-70.3% | $2,380-80.6% | $2,670-82.7% |
| Participant deferral / active EE | $3,793 | $3,024+25.4% | $3,985-4.8% | $4,125-8.0% |
| Admin fee / account holder | $6,484 | $5,474+18.4% | $6,852-5.4% | $5,651+14.7% |