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 | $60,363 | $99,079-39.1% | $77,999-22.6% | $273,961-78.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 3.33% | 217.93%-214.6pp | 425.96%-422.6pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,968 | $3,308-40.5% | $2,470-20.3% | $4,869-59.6% |
| Participant deferral / active EE | $7,143 | $4,306+65.9% | $3,497+104.3% | $5,287+35.1% |
| Admin fee / account holder | $10,305 | $8,954+15.1% | $5,480+88.0% | $10,132+1.7% |