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 | $71,937 | $68,346+5.3% | $94,646-24.0% | $75,163-4.3% |
| Participation rate | 92.9% | 76.1%+16.8pp | 80.8%+12.0pp | 67.2%+25.7pp |
| Annual return | 17.61% | 616.93%-599.3pp | 156.71%-139.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,086 | $2,701-59.8% | $3,672-70.4% | $2,670-59.3% |
| Participant deferral / active EE | $5,406 | $6,537-17.3% | $7,418-27.1% | $4,125+31.1% |
| Admin fee / account holder | $1,583 | $5,326-70.3% | $7,231-78.1% | $5,651-72.0% |