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 | $115,150 | $99,652+15.6% | $78,778+46.2% | $147,584-22.0% |
| Participation rate | 82.4% | 76.2%+6.1pp | 69.2%+13.2pp | 82.8%-0.5pp |
| Annual return | 13.28% | 47.28%-34.0pp | 35.62%-22.3pp | 578.55%-565.3pp |
| Employer contribution / active EE | $400 | $2,796-85.7% | $1,986-79.9% | $4,876-91.8% |
| Participant deferral / active EE | $4,643 | $3,664+26.7% | $2,958+57.0% | $5,439-14.6% |
| Admin fee / account holder | $40,949 | $7,155+472.3% | $5,134+697.6% | $10,885+276.2% |