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 | $70,792 | $27,915+153.6% | $58,482+21.0% | $75,163-5.8% |
| Participation rate | 86.7% | 38.8%+47.8pp | 50.9%+35.8pp | 67.2%+19.5pp |
| Annual return | 16.44% | 44.20%-27.8pp | 4239.32%-4222.9pp | 160.62%-144.2pp |
| Employer contribution / active EE | $127 | $669-81.0% | $1,053-87.9% | $2,670-95.2% |
| Participant deferral / active EE | $4,396 | $1,201+265.9% | $1,924+128.5% | $4,125+6.6% |
| Admin fee / account holder | $10,775 | $1,726+524.4% | $2,516+328.3% | $5,651+90.7% |