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 | $64,031 | $61,774+3.7% | $97,226-34.1% | $80,856-20.8% |
| Participation rate | 91.7% | 63.5%+28.2pp | 72.7%+19.0pp | 67.6%+24.0pp |
| Annual return | 16.27% | -557.90%+574.2pp | 75.13%-58.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,532 | $1,837-16.6% | $2,729-43.9% | $2,755-44.4% |
| Participant deferral / active EE | $4,352 | $3,029+43.7% | $4,264+2.1% | $4,296+1.3% |
| Admin fee / account holder | $4,031 | $5,166-22.0% | $5,654-28.7% | $6,918-41.7% |