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 | $66,348 | $63,346+4.7% | $92,233-28.1% | $70,131-5.4% |
| Participation rate | 72.7% | 68.7%+4.1pp | 76.5%-3.8pp | 69.5%+3.2pp |
| Annual return | 18.94% | 530.12%-511.2pp | 176.28%-157.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,960 | $2,471-20.7% | $3,679-46.7% | $2,342-16.3% |
| Participant deferral / active EE | $3,974 | $2,854+39.2% | $3,897+2.0% | $3,332+19.3% |
| Admin fee / account holder | $9,002 | $3,840+134.4% | $5,194+73.3% | $4,645+93.8% |