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 | $59,629 | $61,774-3.5% | $97,226-38.7% | $80,856-26.3% |
| Participation rate | 98.2% | 63.5%+34.7pp | 72.7%+25.5pp | 67.6%+30.5pp |
| Annual return | 23.67% | -557.90%+581.6pp | 75.13%-51.5pp | 35.59%-11.9pp |
| Employer contribution / active EE | $673 | $1,837-63.4% | $2,729-75.3% | $2,755-75.6% |
| Participant deferral / active EE | $5,992 | $3,029+97.8% | $4,264+40.5% | $4,296+39.5% |
| Admin fee / account holder | $1,206 | $5,166-76.7% | $5,654-78.7% | $6,918-82.6% |