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 | $66,653 | $91,538-27.2% | $129,995-48.7% | $75,163-11.3% |
| Participation rate | 95.8% | 71.4%+24.3pp | 78.5%+17.3pp | 67.2%+28.6pp |
| Annual return | 19.70% | -631.11%+650.8pp | -137.18%+156.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,037 | $2,845-28.4% | $4,320-52.8% | $2,670-23.7% |
| Participant deferral / active EE | $3,382 | $4,341-22.1% | $5,820-41.9% | $4,125-18.0% |
| Admin fee / account holder | $9,012 | $6,790+32.7% | $10,614-15.1% | $5,651+59.5% |