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 | $136,521 | $104,974+30.1% | $95,585+42.8% | $142,382-4.1% |
| Participation rate | 86.4% | 75.0%+11.4pp | 72.1%+14.3pp | 80.1%+6.2pp |
| Annual return | 11.49% | 210.33%-198.8pp | 38.56%-27.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $607 | $2,779-78.2% | $2,527-76.0% | $4,299-85.9% |
| Participant deferral / active EE | $3,124 | $4,352-28.2% | $4,023-22.3% | $6,507-52.0% |
| Admin fee / account holder | $69,096 | $6,386+982.0% | $6,127+1027.7% | $12,624+447.3% |