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 | $81,504 | $45,566+78.9% | $64,105+27.1% | $59,632+36.7% |
| Participation rate | 82.1% | 60.2%+22.0pp | 68.2%+14.0pp | 68.7%+13.5pp |
| Annual return | -0.68% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $478 | $934-48.8% | $1,820-73.7% | $2,203-78.3% |
| Participant deferral / active EE | $2,833 | $2,057+37.8% | $2,822+0.4% | $3,192-11.2% |
| Admin fee / account holder | $4,172 | $3,268+27.7% | $4,499-7.3% | $4,297-2.9% |