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 | $96,349 | $110,502-12.8% | $80,716+19.4% | $167,490-42.5% |
| Participation rate | 92.3% | 64.0%+28.3pp | 54.2%+38.1pp | 82.1%+10.2pp |
| Annual return | 23.09% | 120.54%-97.5pp | 87.28%-64.2pp | 478.56%-455.5pp |
| Employer contribution / active EE | $425 | $1,543-72.4% | $1,160-63.3% | $4,837-91.2% |
| Participant deferral / active EE | $4,183 | $2,871+45.7% | $2,146+94.9% | $6,341-34.0% |
| Admin fee / account holder | $8,092 | $4,545+78.1% | $3,380+139.4% | $12,309-34.3% |