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 | $79,727 | $78,672+1.3% | $109,143-27.0% | $85,850-7.1% |
| Participation rate | 98.5% | 68.3%+30.3pp | 75.9%+22.7pp | 69.3%+29.2pp |
| Annual return | 12.68% | 25.09%-12.4pp | 25.75%-13.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $5,339 | $2,735+95.2% | $3,722+43.4% | $2,565+108.1% |
| Participant deferral / active EE | $4,118 | $3,467+18.8% | $4,653-11.5% | $3,952+4.2% |
| Admin fee / account holder | $7,372 | $5,469+34.8% | $6,752+9.2% | $6,260+17.8% |