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 | $64,506 | $63,861+1.0% | $104,607-38.3% | $79,858-19.2% |
| Participation rate | 85.7% | 64.9%+20.8pp | 74.1%+11.6pp | 69.6%+16.1pp |
| Annual return | 19.92% | 21.30%-1.4pp | 340.46%-320.5pp | 31.71%-11.8pp |
| Employer contribution / active EE | $725 | $1,588-54.3% | $2,681-72.9% | $2,471-70.6% |
| Participant deferral / active EE | $3,443 | $2,693+27.8% | $3,740-7.9% | $3,740-7.9% |
| Admin fee / account holder | $14,111 | $4,185+237.2% | $6,473+118.0% | $5,306+165.9% |