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 | $75,277 | $84,233-10.6% | $170,442-55.8% | $70,131+7.3% |
| Participation rate | 92.5% | 70.8%+21.7pp | 83.6%+8.9pp | 69.5%+23.0pp |
| Annual return | 13.52% | 23.06%-9.5pp | 205.93%-192.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $629 | $3,387-81.4% | $5,433-88.4% | $2,342-73.2% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,446 | $5,698-57.1% | $13,880-82.4% | $4,645-47.4% |