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 | $118,333 | $108,642+8.9% | $74,701+58.4% | $152,861-22.6% |
| Participation rate | 77.8% | 65.3%+12.4pp | 54.5%+23.3pp | 82.4%-4.7pp |
| Annual return | 9.88% | 114.06%-104.2pp | 752.92%-743.0pp | 345.32%-335.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $849 | $4,902-82.7% | $3,333-74.5% | $11,596-92.7% |