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 | $68,155 | $63,346+7.6% | $92,233-26.1% | $70,131-2.8% |
| Participation rate | 90.7% | 68.7%+22.1pp | 76.5%+14.3pp | 69.5%+21.2pp |
| Annual return | 14.13% | 530.12%-516.0pp | 176.28%-162.2pp | 73.14%-59.0pp |
| Employer contribution / active EE | $3,704 | $2,471+49.9% | $3,679+0.7% | $2,342+58.1% |
| Participant deferral / active EE | $1,785 | $2,854-37.5% | $3,897-54.2% | $3,332-46.4% |
| Admin fee / account holder | $4,782 | $3,840+24.5% | $5,194-7.9% | $4,645+3.0% |