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 | $58,773 | $22,587+160.2% | $65,255-9.9% | $75,163-21.8% |
| Participation rate | 95.7% | 63.1%+32.6pp | 65.0%+30.7pp | 67.2%+28.5pp |
| Annual return | 17.98% | 71.03%-53.0pp | 47.35%-29.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $453 | $941-51.8% | $1,691-73.2% | $2,670-83.0% |
| Participant deferral / active EE | $2,768 | $1,695+63.3% | $2,831-2.2% | $4,125-32.9% |
| Admin fee / account holder | $5,337 | $1,876+184.5% | $4,112+29.8% | $5,651-5.6% |