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 | $49,068 | $48,274+1.6% | $63,517-22.7% | $59,632-17.7% |
| Participation rate | 73.0% | 66.3%+6.7pp | 71.0%+2.0pp | 68.7%+4.4pp |
| Annual return | 2.47% | -240.79%+243.3pp | -70.30%+72.8pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $2,443 | $1,586+54.0% | $2,322+5.2% | $2,203+10.9% |
| Participant deferral / active EE | $5,005 | $2,343+113.6% | $2,953+69.5% | $3,192+56.8% |
| Admin fee / account holder | $11,482 | $3,600+219.0% | $5,892+94.9% | $4,297+167.2% |