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 | $69,121 | $45,152+53.1% | $73,843-6.4% | $59,632+15.9% |
| Participation rate | 73.7% | 64.0%+9.7pp | 73.4%+0.2pp | 68.7%+5.0pp |
| Annual return | 2.08% | 27.40%-25.3pp | 2267.84%-2265.8pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $3,003 | $1,902+57.9% | $2,787+7.7% | $2,203+36.3% |
| Participant deferral / active EE | $7,157 | $2,574+178.1% | $3,583+99.7% | $3,192+124.2% |
| Admin fee / account holder | $4,932 | $3,516+40.3% | $4,880+1.1% | $4,297+14.8% |