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 3-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 | $66,319 | $49,451+34.1% | $79,550-16.6% | $66,914-0.9% |
| Participation rate | 87.4% | 61.3%+26.0pp | 69.5%+17.9pp | 69.8%+17.6pp |
| Annual return | 31.13% | 84.25%-53.1pp | 0.16%+31.0pp | 1.58%+29.5pp |
| Employer contribution / active EE | $580 | $1,266-54.2% | $2,413-76.0% | $2,544-77.2% |
| Participant deferral / active EE | $1,917 | $3,159-39.3% | $3,985-51.9% | $4,237-54.8% |
| Admin fee / account holder | $12,953 | $595+2078.4% | $6,832+89.6% | $593+2083.3% |