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 | $52,143 | $45,152+15.5% | $73,843-29.4% | $59,632-12.6% |
| Participation rate | 75.8% | 64.0%+11.7pp | 73.4%+2.3pp | 68.7%+7.1pp |
| Annual return | 0.66% | 27.40%-26.7pp | 2267.84%-2267.2pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $1,117 | $1,902-41.3% | $2,787-59.9% | $2,203-49.3% |
| Participant deferral / active EE | $3,143 | $2,574+22.1% | $3,583-12.3% | $3,192-1.5% |
| Admin fee / account holder | $10,525 | $3,516+199.3% | $4,880+115.7% | $4,297+144.9% |