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 | $86,816 | $56,053+54.9% | $75,972+14.3% | $80,856+7.4% |
| Participation rate | 73.2% | 62.0%+11.2pp | 69.1%+4.2pp | 67.6%+5.6pp |
| Annual return | 18.35% | 20.53%-2.2pp | 359.55%-341.2pp | 35.59%-17.2pp |
| Employer contribution / active EE | $816 | $1,874-56.4% | $2,685-69.6% | $2,755-70.4% |
| Participant deferral / active EE | $1,795 | $3,052-41.2% | $4,255-57.8% | $4,296-58.2% |
| Admin fee / account holder | $86,875 | $5,234+1560.0% | $6,467+1243.4% | $6,918+1155.8% |