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 7-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 | $80,414 | $56,114+43.3% | $96,139-16.4% | $85,850-6.3% |
| Participation rate | 92.0% | 56.7%+35.3pp | 68.4%+23.6pp | 69.3%+22.7pp |
| Annual return | 12.82% | 42.30%-29.5pp | 191.94%-179.1pp | 318.53%-305.7pp |
| Employer contribution / active EE | $343 | $1,620-78.8% | $2,797-87.7% | $2,565-86.6% |
| Participant deferral / active EE | $2,249 | $2,859-21.4% | $4,349-48.3% | $3,952-43.1% |
| Admin fee / account holder | $9,024 | $3,768+139.5% | $5,537+63.0% | $6,260+44.2% |