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 | $75,421 | $27,915+170.2% | $58,482+29.0% | $75,163+0.3% |
| Participation rate | 82.1% | 38.8%+43.3pp | 50.9%+31.3pp | 67.2%+15.0pp |
| Annual return | 19.42% | 44.20%-24.8pp | 4239.32%-4219.9pp | 160.62%-141.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,490 | $1,201+24.0% | $1,924-22.6% | $4,125-63.9% |
| Admin fee / account holder | $1,996 | $1,726+15.6% | $2,516-20.7% | $5,651-64.7% |