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 | $99,405 | $61,774+60.9% | $97,226+2.2% | $80,856+22.9% |
| Participation rate | 84.8% | 63.5%+21.3pp | 72.7%+12.1pp | 67.6%+17.2pp |
| Annual return | 13.57% | -557.90%+571.5pp | 75.13%-61.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $768 | $1,837-58.2% | $2,729-71.9% | $2,755-72.1% |
| Participant deferral / active EE | $4,138 | $3,029+36.6% | $4,264-3.0% | $4,296-3.7% |
| Admin fee / account holder | $11,278 | $5,166+118.3% | $5,654+99.5% | $6,918+63.0% |