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 | $68,543 | $108,642-36.9% | $74,701-8.2% | $152,861-55.2% |
| Participation rate | 93.3% | 65.3%+28.0pp | 54.5%+38.9pp | 82.4%+10.9pp |
| Annual return | 20.60% | 114.06%-93.5pp | 752.92%-732.3pp | 345.32%-324.7pp |
| Employer contribution / active EE | $141 | $1,503-90.6% | $1,084-86.9% | $4,762-97.0% |
| Participant deferral / active EE | $1,762 | $2,712-35.0% | $1,964-10.2% | $5,850-69.9% |
| Admin fee / account holder | $2,900 | $4,902-40.8% | $3,333-13.0% | $11,596-75.0% |