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 | $69,699 | $63,346+10.0% | $92,233-24.4% | $70,131-0.6% |
| Participation rate | 72.7% | 68.7%+4.1pp | 76.5%-3.8pp | 69.5%+3.2pp |
| Annual return | 13.32% | 530.12%-516.8pp | 176.28%-163.0pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,899 | $2,471-23.1% | $3,679-48.4% | $2,342-18.9% |
| Participant deferral / active EE | $3,646 | $2,854+27.8% | $3,897-6.4% | $3,332+9.4% |
| Admin fee / account holder | $312 | $3,840-91.9% | $5,194-94.0% | $4,645-93.3% |