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 | $53,477 | $102,966-48.1% | $90,281-40.8% | $152,861-65.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 18.53% | 95.16%-76.6pp | 78.10%-59.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $189 | $3,139-94.0% | $2,854-93.4% | $4,762-96.0% |
| Participant deferral / active EE | $1,890 | $4,281-55.9% | $3,885-51.4% | $5,850-67.7% |
| Admin fee / account holder | $18,344 | $6,171+197.3% | $5,351+242.8% | $11,596+58.2% |