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 | $59,888 | $63,346-5.5% | $92,233-35.1% | $70,131-14.6% |
| Participation rate | 78.9% | 68.7%+10.3pp | 76.5%+2.5pp | 69.5%+9.4pp |
| Annual return | 13.31% | 530.12%-516.8pp | 176.28%-163.0pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,502 | $2,471-39.2% | $3,679-59.2% | $2,342-35.9% |
| Participant deferral / active EE | $3,328 | $2,854+16.6% | $3,897-14.6% | $3,332-0.1% |
| Admin fee / account holder | $12,145 | $3,840+216.3% | $5,194+133.9% | $4,645+161.5% |