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 | $83,931 | $70,428+19.2% | $96,562-13.1% | $85,850-2.2% |
| Participation rate | 77.1% | 61.8%+15.3pp | 69.8%+7.3pp | 69.3%+7.8pp |
| Annual return | 14.31% | 18.59%-4.3pp | 37.78%-23.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $417 | $1,413-70.5% | $2,356-82.3% | $2,565-83.8% |
| Participant deferral / active EE | $4,295 | $2,894+48.4% | $3,849+11.6% | $3,952+8.7% |
| Admin fee / account holder | $28,542 | $4,997+471.2% | $6,181+361.8% | $6,260+356.0% |