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 | $174,618 | $99,652+75.2% | $78,778+121.7% | $147,584+18.3% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.2%+15.4pp | 82.8%+1.8pp |
| Annual return | 11.00% | 47.28%-36.3pp | 35.62%-24.6pp | 578.55%-567.6pp |
| Employer contribution / active EE | $587 | $2,796-79.0% | $1,986-70.4% | $4,876-88.0% |
| Participant deferral / active EE | $842 | $3,664-77.0% | $2,958-71.5% | $5,439-84.5% |
| Admin fee / account holder | $10,633 | $7,155+48.6% | $5,134+107.1% | $10,885-2.3% |