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 | $64,038 | $63,346+1.1% | $92,233-30.6% | $70,131-8.7% |
| Participation rate | 84.6% | 68.7%+15.9pp | 76.5%+8.1pp | 69.5%+15.1pp |
| Annual return | 18.41% | 530.12%-511.7pp | 176.28%-157.9pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,563 | $2,471-36.7% | $3,679-57.5% | $2,342-33.3% |
| Participant deferral / active EE | $4,611 | $2,854+61.6% | $3,897+18.3% | $3,332+38.4% |
| Admin fee / account holder | $3,331 | $3,840-13.3% | $5,194-35.9% | $4,645-28.3% |