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 | $119,193 | $70,606+68.8% | $53,898+121.1% | $142,382-16.3% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 13.17% | 619.81%-606.6pp | 528.60%-515.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,473 | $1,202+22.6% | $932+58.1% | $4,299-65.7% |
| Participant deferral / active EE | $2,708 | $2,364+14.6% | $1,826+48.3% | $6,507-58.4% |
| Admin fee / account holder | $1,046 | $2,852-63.3% | $2,491-58.0% | $12,624-91.7% |