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 3-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 | $68,868 | $102,382-32.7% | $147,005-53.2% | $80,874-14.8% |
| Participation rate | 87.1% | 75.8%+11.2pp | 82.2%+4.9pp | 67.6%+19.4pp |
| Annual return | 14.87% | 134.89%-120.0pp | 418.76%-403.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,331 | $3,715-64.2% | $4,934-73.0% | $2,756-51.7% |
| Participant deferral / active EE | $6,655 | $6,646+0.1% | $8,070-17.5% | $4,297+54.9% |
| Admin fee / account holder | $3,216 | $7,942-59.5% | $13,006-75.3% | $6,935-53.6% |