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 | $60,630 | $39,019+55.4% | $80,716-24.9% | $85,850-29.4% |
| Participation rate | 82.1% | 41.5%+40.6pp | 54.2%+28.0pp | 69.3%+12.8pp |
| Annual return | 11.99% | 26.27%-14.3pp | 87.28%-75.3pp | 318.53%-306.5pp |
| Employer contribution / active EE | $804 | $722+11.3% | $1,160-30.7% | $2,565-68.7% |
| Participant deferral / active EE | $455 | $1,326-65.7% | $2,146-78.8% | $3,952-88.5% |
| Admin fee / account holder | $15,989 | $2,431+557.8% | $3,380+373.1% | $6,260+155.4% |