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 | $77,824 | $39,019+99.4% | $80,716-3.6% | $85,850-9.3% |
| Participation rate | 77.4% | 41.5%+35.9pp | 54.2%+23.3pp | 69.3%+8.1pp |
| Annual return | 11.63% | 26.27%-14.6pp | 87.28%-75.6pp | 318.53%-306.9pp |
| Employer contribution / active EE | $615 | $722-14.9% | $1,160-47.0% | $2,565-76.0% |
| Participant deferral / active EE | $3,692 | $1,326+178.5% | $2,146+72.1% | $3,952-6.6% |
| Admin fee / account holder | $818 | $2,431-66.4% | $3,380-75.8% | $6,260-86.9% |