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 | $59,931 | $57,281+4.6% | $86,612-30.8% | $75,163-20.3% |
| Participation rate | 87.0% | 63.2%+23.8pp | 71.7%+15.3pp | 67.2%+19.8pp |
| Annual return | 17.99% | 2670.75%-2652.8pp | 591.07%-573.1pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,382 | $2,314+2.9% | $3,022-21.2% | $2,670-10.8% |
| Participant deferral / active EE | $2,968 | $3,318-10.5% | $4,438-33.1% | $4,125-28.1% |
| Admin fee / account holder | $2,460 | $4,112-40.2% | $5,614-56.2% | $5,651-56.5% |