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 | $81,687 | $63,346+29.0% | $92,233-11.4% | $70,131+16.5% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.2pp |
| Annual return | 22.82% | 530.12%-507.3pp | 176.28%-153.5pp | 73.14%-50.3pp |
| Employer contribution / active EE | $916 | $2,471-62.9% | $3,679-75.1% | $2,342-60.9% |
| Participant deferral / active EE | $2,126 | $2,854-25.5% | $3,897-45.4% | $3,332-36.2% |
| Admin fee / account holder | $2,372 | $3,840-38.2% | $5,194-54.3% | $4,645-48.9% |