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 | $64,602 | $63,346+2.0% | $92,233-30.0% | $70,131-7.9% |
| Participation rate | 86.6% | 68.7%+17.9pp | 76.5%+10.1pp | 69.5%+17.0pp |
| Annual return | 14.95% | 530.12%-515.2pp | 176.28%-161.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $6,689 | $2,471+170.7% | $3,679+81.8% | $2,342+185.6% |
| Participant deferral / active EE | $2,928 | $2,854+2.6% | $3,897-24.9% | $3,332-12.1% |
| Admin fee / account holder | $3,047 | $3,840-20.6% | $5,194-41.3% | $4,645-34.4% |