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 | $61,025 | $58,927+3.6% | $76,817-20.6% | $72,985-16.4% |
| Participation rate | 77.2% | 67.3%+9.9pp | 72.1%+5.1pp | 69.5%+7.7pp |
| Annual return | 20.34% | 2305.64%-2285.3pp | 1166.11%-1145.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,639 | $1,787-8.3% | $2,302-28.8% | $2,440-32.8% |
| Participant deferral / active EE | $2,686 | $2,690-0.2% | $3,336-19.5% | $3,607-25.5% |
| Admin fee / account holder | $3,720 | $4,013-7.3% | $6,420-42.1% | $5,124-27.4% |