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 | $74,610 | $73,515+1.5% | $62,995+18.4% | $147,584-49.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.8%+14.1pp | 82.8%+6.1pp |
| Annual return | 13.29% | 175.43%-162.1pp | 87.57%-74.3pp | 578.55%-565.3pp |
| Employer contribution / active EE | $550 | $3,320-83.4% | $2,759-80.1% | $4,876-88.7% |
| Participant deferral / active EE | $923 | $4,185-77.9% | $3,329-72.3% | $5,439-83.0% |
| Admin fee / account holder | $17,189 | $5,953+188.7% | $3,600+377.5% | $10,885+57.9% |