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 | $61,177 | $61,774-1.0% | $97,226-37.1% | $80,856-24.3% |
| Participation rate | 77.6% | 63.5%+14.1pp | 72.7%+4.9pp | 67.6%+10.0pp |
| Annual return | 15.31% | -557.90%+573.2pp | 75.13%-59.8pp | 35.59%-20.3pp |
| Employer contribution / active EE | $682 | $1,837-62.9% | $2,729-75.0% | $2,755-75.2% |
| Participant deferral / active EE | $3,924 | $3,029+29.6% | $4,264-8.0% | $4,296-8.7% |
| Admin fee / account holder | $1,823 | $5,166-64.7% | $5,654-67.7% | $6,918-73.6% |