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 | $59,765 | $56,199+6.3% | $67,652-11.7% | $59,632+0.2% |
| Participation rate | 93.3% | 71.5%+21.9pp | 75.7%+17.7pp | 68.7%+24.7pp |
| Annual return | 1.13% | 18505.31%-18504.2pp | 6625.04%-6623.9pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $2,015 | $1,614+24.8% | $2,266-11.0% | $2,203-8.5% |
| Participant deferral / active EE | $3,327 | $2,844+17.0% | $3,560-6.5% | $3,192+4.3% |
| Admin fee / account holder | $2,574 | $3,958-35.0% | $4,821-46.6% | $4,297-40.1% |