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 | $84,346 | $85,202-1.0% | $172,739-51.2% | $72,985+15.6% |
| Participation rate | 73.3% | 70.1%+3.3pp | 82.6%-9.3pp | 69.5%+3.8pp |
| Annual return | 20.26% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $555 | $3,324-83.3% | $5,143-89.2% | $2,440-77.3% |
| Participant deferral / active EE | $3,919 | $3,260+20.2% | $5,198-24.6% | $3,607+8.6% |
| Admin fee / account holder | $11,383 | $5,884+93.5% | $13,954-18.4% | $5,124+122.1% |