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 | $69,248 | $63,346+9.3% | $92,233-24.9% | $70,131-1.3% |
| Participation rate | 95.5% | 68.7%+26.8pp | 76.5%+19.0pp | 69.5%+25.9pp |
| Annual return | 17.55% | 530.12%-512.6pp | 176.28%-158.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,451 | $2,471-0.8% | $3,679-33.4% | $2,342+4.6% |
| Participant deferral / active EE | $5,264 | $2,854+84.5% | $3,897+35.1% | $3,332+58.0% |
| Admin fee / account holder | $3,977 | $3,840+3.6% | $5,194-23.4% | $4,645-14.4% |