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 | $72,173 | $107,015-32.6% | $73,545-1.9% | $147,584-51.1% |
| Participation rate | 85.7% | 66.4%+19.3pp | 54.9%+30.8pp | 82.8%+2.9pp |
| Annual return | 19.07% | 38.25%-19.2pp | -15.16%+34.2pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,108 | $1,760-37.0% | $1,219-9.1% | $4,876-77.3% |
| Participant deferral / active EE | $4,276 | $2,462+73.7% | $1,806+136.8% | $5,439-21.4% |
| Admin fee / account holder | $15,022 | $3,055+391.7% | $2,320+547.6% | $10,885+38.0% |