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 | $70,022 | $63,346+10.5% | $92,233-24.1% | $70,131-0.2% |
| Participation rate | 89.7% | 68.7%+21.0pp | 76.5%+13.2pp | 69.5%+20.1pp |
| Annual return | 19.58% | 530.12%-510.5pp | 176.28%-156.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,873 | $2,471-24.2% | $3,679-49.1% | $2,342-20.0% |
| Participant deferral / active EE | $2,431 | $2,854-14.8% | $3,897-37.6% | $3,332-27.0% |
| Admin fee / account holder | $1,932 | $3,840-49.7% | $5,194-62.8% | $4,645-58.4% |