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 | $73,106 | $56,114+30.3% | $96,139-24.0% | $85,850-14.8% |
| Participation rate | 79.5% | 56.7%+22.8pp | 68.4%+11.1pp | 69.3%+10.2pp |
| Annual return | 14.83% | 42.30%-27.5pp | 191.94%-177.1pp | 318.53%-303.7pp |
| Employer contribution / active EE | $534 | $1,620-67.0% | $2,797-80.9% | $2,565-79.2% |
| Participant deferral / active EE | $4,432 | $2,859+55.0% | $4,349+1.9% | $3,952+12.1% |
| Admin fee / account holder | $7,964 | $3,768+111.3% | $5,537+43.8% | $6,260+27.2% |