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 | $111,056 | $63,346+75.3% | $92,233+20.4% | $70,131+58.4% |
| Participation rate | 75.9% | 68.7%+7.2pp | 76.5%-0.6pp | 69.5%+6.3pp |
| Annual return | 13.11% | 530.12%-517.0pp | 176.28%-163.2pp | 73.14%-60.0pp |
| Employer contribution / active EE | $504 | $2,471-79.6% | $3,679-86.3% | $2,342-78.5% |
| Participant deferral / active EE | $2,815 | $2,854-1.4% | $3,897-27.8% | $3,332-15.5% |
| Admin fee / account holder | $8,099 | $3,840+110.9% | $5,194+55.9% | $4,645+74.3% |