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 5-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 | $60,608 | $57,354+5.7% | $83,848-27.7% | $64,186-5.6% |
| Participation rate | 90.7% | 68.6%+22.1pp | 76.1%+14.6pp | 69.6%+21.2pp |
| Annual return | -6.41% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,974 | $2,545-22.4% | $3,631-45.6% | $2,381-17.1% |
| Participant deferral / active EE | $5,482 | $2,993+83.2% | $4,082+34.3% | $3,470+58.0% |
| Admin fee / account holder | $4,264 | $4,046+5.4% | $5,478-22.2% | $4,888-12.8% |