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 | $56,274 | $65,561-14.2% | $86,188-34.7% | $75,163-25.1% |
| Participation rate | 98.1% | 60.5%+37.6pp | 69.0%+29.2pp | 67.2%+30.9pp |
| Annual return | 13.08% | 46.05%-33.0pp | 1168.45%-1155.4pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,436 | $1,553+56.9% | $2,380+2.3% | $2,670-8.8% |
| Participant deferral / active EE | $5,410 | $3,024+78.9% | $3,985+35.8% | $4,125+31.2% |
| Admin fee / account holder | $5,781 | $5,474+5.6% | $6,852-15.6% | $5,651+2.3% |