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 | $73,084 | $64,839+12.7% | $95,585-23.5% | $84,808-13.8% |
| Participation rate | 87.7% | 63.8%+23.9pp | 72.1%+15.6pp | 68.3%+19.4pp |
| Annual return | 20.66% | -670.96%+691.6pp | 38.56%-17.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $727 | $1,759-58.6% | $2,527-71.2% | $2,631-72.4% |
| Participant deferral / active EE | $4,965 | $2,965+67.5% | $4,023+23.4% | $4,212+17.9% |
| Admin fee / account holder | $3,035 | $5,964-49.1% | $6,127-50.5% | $7,344-58.7% |