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 | $57,242 | $55,472+3.2% | $155,567-63.2% | $74,546-23.2% |
| Participation rate | 80.3% | 61.9%+18.4pp | 78.2%+2.1pp | 67.2%+13.1pp |
| Annual return | 12.34% | 268.72%-256.4pp | 64.74%-52.4pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $1,939 | $2,269-14.5% | $4,674-58.5% | $2,624-26.1% |
| Participant deferral / active EE | $3,889 | $2,838+37.0% | $5,628-30.9% | $4,347-10.6% |
| Admin fee / account holder | $5,736 | $1,743+229.2% | $15,916-64.0% | $1,944+195.1% |