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 | $68,276 | $63,346+7.8% | $92,233-26.0% | $70,131-2.6% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 13.42% | 530.12%-516.7pp | 176.28%-162.9pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,473 | $2,471+0.1% | $3,679-32.8% | $2,342+5.6% |
| Participant deferral / active EE | $4,511 | $2,854+58.1% | $3,897+15.8% | $3,332+35.4% |
| Admin fee / account holder | $1,000 | $3,840-74.0% | $5,194-80.7% | $4,645-78.5% |