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 | $116,043 | $63,346+83.2% | $92,233+25.8% | $70,131+65.5% |
| Participation rate | 86.3% | 68.7%+17.6pp | 76.5%+9.8pp | 69.5%+16.8pp |
| Annual return | 15.64% | 530.12%-514.5pp | 176.28%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $623 | $2,471-74.8% | $3,679-83.1% | $2,342-73.4% |
| Participant deferral / active EE | $4,063 | $2,854+42.4% | $3,897+4.3% | $3,332+22.0% |
| Admin fee / account holder | $910 | $3,840-76.3% | $5,194-82.5% | $4,645-80.4% |