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 | $80,865 | $98,750-18.1% | $149,696-46.0% | $79,858+1.3% |
| Participation rate | 91.6% | 75.8%+15.8pp | 82.5%+9.1pp | 69.6%+21.9pp |
| Annual return | 23.79% | 27.43%-3.6pp | 276.60%-252.8pp | 31.71%-7.9pp |
| Employer contribution / active EE | $831 | $3,216-74.2% | $4,644-82.1% | $2,471-66.4% |
| Participant deferral / active EE | $7,074 | $5,680+24.5% | $6,842+3.4% | $3,740+89.1% |
| Admin fee / account holder | $14,614 | $6,053+141.4% | $9,309+57.0% | $5,306+175.4% |