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 | $131,820 | $89,355+47.5% | $141,162-6.6% | $72,985+80.6% |
| Participation rate | 72.5% | 75.1%-2.6pp | 82.5%-10.0pp | 69.5%+3.0pp |
| Annual return | 19.15% | 111.85%-92.7pp | 71.39%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,633 | $5,418-32.9% | $6,709-45.8% | $3,607+0.7% |
| Admin fee / account holder | $2,225 | $5,958-62.7% | $10,261-78.3% | $5,124-56.6% |