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 | $90,573 | $70,428+28.6% | $96,562-6.2% | $85,850+5.5% |
| Participation rate | 97.2% | 61.8%+35.4pp | 69.8%+27.4pp | 69.3%+27.9pp |
| Annual return | 11.67% | 18.59%-6.9pp | 37.78%-26.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $528 | $1,413-62.6% | $2,356-77.6% | $2,565-79.4% |
| Participant deferral / active EE | $5,590 | $2,894+93.2% | $3,849+45.2% | $3,952+41.5% |
| Admin fee / account holder | $13,723 | $4,997+174.6% | $6,181+122.0% | $6,260+119.2% |