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 | $80,221 | $91,190-12.0% | $178,490-55.1% | $79,858+0.5% |
| Participation rate | 94.0% | 69.2%+24.8pp | 81.9%+12.1pp | 69.6%+24.4pp |
| Annual return | 12.89% | 24.19%-11.3pp | 151.07%-138.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $445 | $3,256-86.3% | $5,011-91.1% | $2,471-82.0% |
| Participant deferral / active EE | $1,075 | $3,236-66.8% | $5,202-79.3% | $3,740-71.2% |
| Admin fee / account holder | $958 | $6,751-85.8% | $13,984-93.1% | $5,306-81.9% |