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 | $68,968 | $58,694+17.5% | $142,863-51.7% | $85,850-19.7% |
| Participation rate | 98.9% | 58.5%+40.4pp | 71.9%+27.0pp | 69.3%+29.6pp |
| Annual return | 19.27% | 27.72%-8.4pp | 5637.54%-5618.3pp | 318.53%-299.3pp |
| Employer contribution / active EE | $1,311 | $1,423-7.9% | $4,144-68.4% | $2,565-48.9% |
| Participant deferral / active EE | $2,788 | $2,607+6.9% | $3,837-27.3% | $3,952-29.4% |
| Admin fee / account holder | $3,557 | $4,239-16.1% | $6,560-45.8% | $6,260-43.2% |