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 | $66,382 | $63,346+4.8% | $92,233-28.0% | $70,131-5.3% |
| Participation rate | 81.3% | 68.7%+12.6pp | 76.5%+4.8pp | 69.5%+11.7pp |
| Annual return | 14.73% | 530.12%-515.4pp | 176.28%-161.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,800 | $2,471-27.2% | $3,679-51.1% | $2,342-23.2% |
| Participant deferral / active EE | $4,070 | $2,854+42.6% | $3,897+4.4% | $3,332+22.1% |
| Admin fee / account holder | $1,921 | $3,840-50.0% | $5,194-63.0% | $4,645-58.7% |