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 | $49,587 | $67,823-26.9% | $52,425-5.4% | $137,256-63.9% |
| Participation rate | 84.6% | 63.9%+20.7pp | 55.6%+29.0pp | 80.0%+4.7pp |
| Annual return | 12.46% | 219.11%-206.6pp | 302.12%-289.7pp | 220.34%-207.9pp |
| Employer contribution / active EE | $322 | $1,163-72.3% | $914-64.8% | $4,156-92.3% |
| Participant deferral / active EE | $2,576 | $2,288+12.6% | $1,790+43.9% | $6,407-59.8% |
| Admin fee / account holder | $304 | $2,844-89.3% | $2,495-87.8% | $12,270-97.5% |