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 | $54,154 | $47,977+12.9% | $154,107-64.9% | $56,287-3.8% |
| Participation rate | 92.2% | 66.2%+26.0pp | 83.0%+9.1pp | 69.9%+22.3pp |
| Annual return | 1.44% | 3.54%-2.1pp | 735.12%-733.7pp | -9.96%+11.4pp |
| Employer contribution / active EE | $1,290 | $2,169-40.5% | $5,298-75.6% | $2,111-38.9% |
| Participant deferral / active EE | $1,826 | $2,392-23.7% | $5,081-64.1% | $3,350-45.5% |
| Admin fee / account holder | $705 | $438+60.9% | $13,411-94.7% | $521+35.3% |