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 | $57,098 | $56,199+1.6% | $67,652-15.6% | $59,632-4.3% |
| Participation rate | 96.2% | 71.5%+24.7pp | 75.7%+20.5pp | 68.7%+27.5pp |
| Annual return | 4.64% | 18505.31%-18500.7pp | 6625.04%-6620.4pp | 2041.28%-2036.6pp |
| Employer contribution / active EE | $6,247 | $1,614+287.0% | $2,266+175.8% | $2,203+183.6% |
| Participant deferral / active EE | $4,816 | $2,844+69.4% | $3,560+35.3% | $3,192+50.9% |
| Admin fee / account holder | $1,568 | $3,958-60.4% | $4,821-67.5% | $4,297-63.5% |