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 | $53,922 | $91,538-41.1% | $129,995-58.5% | $75,163-28.3% |
| Participation rate | 83.0% | 71.4%+11.6pp | 78.5%+4.5pp | 67.2%+15.8pp |
| Annual return | 18.77% | -631.11%+649.9pp | -137.18%+155.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $782 | $2,845-72.5% | $4,320-81.9% | $2,670-70.7% |
| Participant deferral / active EE | $3,804 | $4,341-12.4% | $5,820-34.6% | $4,125-7.8% |
| Admin fee / account holder | $1,178 | $6,790-82.6% | $10,614-88.9% | $5,651-79.1% |