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 | $63,950 | $61,789+3.5% | $97,167-34.2% | $80,874-20.9% |
| Participation rate | 95.1% | 63.5%+31.6pp | 72.7%+22.4pp | 67.6%+27.5pp |
| Annual return | 18.43% | -557.90%+576.3pp | 75.27%-56.8pp | 35.62%-17.2pp |
| Employer contribution / active EE | $2,557 | $1,837+39.2% | $2,729-6.3% | $2,756-7.2% |
| Participant deferral / active EE | $4,262 | $3,028+40.7% | $4,2640% | $4,297-0.8% |
| Admin fee / account holder | $3,989 | $5,168-22.8% | $5,650-29.4% | $6,935-42.5% |