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 | $62,466 | $64,839-3.7% | $95,585-34.6% | $84,808-26.3% |
| Participation rate | 91.4% | 63.8%+27.5pp | 72.1%+19.3pp | 68.3%+23.0pp |
| Annual return | 21.91% | -670.96%+692.9pp | 38.56%-16.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $2,232 | $1,759+26.9% | $2,527-11.7% | $2,631-15.2% |
| Participant deferral / active EE | $5,128 | $2,965+73.0% | $4,023+27.5% | $4,212+21.8% |
| Admin fee / account holder | $3,280 | $5,964-45.0% | $6,127-46.5% | $7,344-55.3% |