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 | $25,925 | $32,117-19.3% | $71,086-63.5% | $64,186-59.6% |
| Participation rate | 95.7% | 42.7%+53.0pp | 54.7%+41.0pp | 69.6%+26.1pp |
| Annual return | 10.19% | -5.57%+15.8pp | 650.59%-640.4pp | 7.63%+2.6pp |
| Employer contribution / active EE | $1,810 | $712+154.2% | $1,088+66.4% | $2,381-24.0% |
| Participant deferral / active EE | $2,684 | $1,263+112.6% | $1,874+43.2% | $3,470-22.6% |
| Admin fee / account holder | $2,652 | $2,759-3.9% | $3,082-14.0% | $4,888-45.7% |