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 | $82,795 | $49,922+65.8% | $80,569+2.8% | $75,163+10.2% |
| Participation rate | 97.7% | 55.3%+42.4pp | 67.0%+30.7pp | 67.2%+30.5pp |
| Annual return | 18.11% | 34.69%-16.6pp | 935.43%-917.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $705 | $1,698-58.5% | $2,723-74.1% | $2,670-73.6% |
| Participant deferral / active EE | $7,380 | $2,990+146.8% | $4,447+65.9% | $4,125+78.9% |
| Admin fee / account holder | $1,850 | $3,577-48.3% | $5,377-65.6% | $5,651-67.3% |