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 | $74,534 | $59,417+25.4% | $93,606-20.4% | $74,495+0.1% |
| Participation rate | 72.3% | 59.7%+12.7pp | 68.7%+3.6pp | 67.2%+5.1pp |
| Annual return | 13.19% | 81.83%-68.6pp | 133.20%-120.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $595 | $1,264-52.9% | $2,420-75.4% | $2,623-77.3% |
| Participant deferral / active EE | $4,934 | $3,050+61.8% | $4,411+11.9% | $4,346+13.5% |
| Admin fee / account holder | $3,867 | $3,021+28.0% | $8,285-53.3% | $1,942+99.2% |