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 | $62,951 | $60,124+4.7% | $90,404-30.4% | $79,858-21.2% |
| Participation rate | 71.4% | 65.0%+6.4pp | 72.7%-1.3pp | 69.6%+1.8pp |
| Annual return | 13.74% | 71.94%-58.2pp | 1293.02%-1279.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,850 | $2,068-10.5% | $3,262-43.3% | $2,471-25.1% |
| Participant deferral / active EE | $2,898 | $2,938-1.4% | $3,963-26.9% | $3,740-22.5% |
| Admin fee / account holder | $7,584 | $3,976+90.7% | $5,611+35.2% | $5,306+42.9% |