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 | $100,940 | $77,145+30.8% | $108,410-6.9% | $85,850+17.6% |
| Participation rate | 78.6% | 74.7%+3.9pp | 80.1%-1.6pp | 69.3%+9.3pp |
| Annual return | 16.57% | 44.54%-28.0pp | 905.27%-888.7pp | 318.53%-302.0pp |
| Employer contribution / active EE | $624 | $2,379-73.8% | $3,558-82.5% | $2,565-75.7% |
| Participant deferral / active EE | $5,951 | $5,566+6.9% | $6,563-9.3% | $3,952+50.6% |
| Admin fee / account holder | $14,784 | $5,172+185.9% | $7,295+102.7% | $6,260+136.2% |