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 | $55,145 | $58,927-6.4% | $76,817-28.2% | $72,985-24.4% |
| Participation rate | 76.6% | 67.3%+9.2pp | 72.1%+4.5pp | 69.5%+7.1pp |
| Annual return | 23.84% | 2305.64%-2281.8pp | 1166.11%-1142.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $506 | $1,787-71.7% | $2,302-78.0% | $2,440-79.3% |
| Participant deferral / active EE | $5,616 | $2,690+108.7% | $3,336+68.4% | $3,607+55.7% |
| Admin fee / account holder | $6,467 | $4,013+61.2% | $6,420+0.7% | $5,124+26.2% |