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 | $89,618 | $70,428+27.2% | $96,562-7.2% | $85,850+4.4% |
| Participation rate | 96.6% | 61.8%+34.7pp | 69.8%+26.7pp | 69.3%+27.2pp |
| Annual return | 12.15% | 18.59%-6.4pp | 37.78%-25.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $746 | $1,413-47.2% | $2,356-68.3% | $2,565-70.9% |
| Participant deferral / active EE | $5,419 | $2,894+87.3% | $3,849+40.8% | $3,952+37.1% |
| Admin fee / account holder | $4,981 | $4,997-0.3% | $6,181-19.4% | $6,260-20.4% |