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 | $89,754 | $65,561+36.9% | $86,188+4.1% | $75,163+19.4% |
| Participation rate | 98.3% | 60.5%+37.8pp | 69.0%+29.4pp | 67.2%+31.1pp |
| Annual return | 20.33% | 46.05%-25.7pp | 1168.45%-1148.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,198 | $1,553-22.8% | $2,380-49.6% | $2,670-55.1% |
| Participant deferral / active EE | $9,001 | $3,024+197.7% | $3,985+125.8% | $4,125+118.2% |
| Admin fee / account holder | $3,813 | $5,474-30.3% | $6,852-44.4% | $5,651-32.5% |