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 6-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 | $60,074 | $90,320-33.5% | $59,496+1.0% | $125,391-52.1% |
| Participation rate | 93.3% | 68.3%+25.0pp | 54.6%+38.8pp | 83.2%+10.1pp |
| Annual return | 0.62% | 369.13%-368.5pp | 182.05%-181.4pp | 282.22%-281.6pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,260 | $2,716+56.9% | $1,829+132.9% | $5,352-20.4% |
| Admin fee / account holder | $5,654 | $3,063+84.6% | $2,232+153.3% | $9,540-40.7% |