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 | $65,523 | $63,346+3.4% | $92,233-29.0% | $70,131-6.6% |
| Participation rate | 90.9% | 68.7%+22.2pp | 76.5%+14.4pp | 69.5%+21.4pp |
| Annual return | 15.50% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $3,665 | $2,471+48.3% | $3,679-0.4% | $2,342+56.5% |
| Participant deferral / active EE | $6,229 | $2,854+118.3% | $3,897+59.9% | $3,332+87.0% |
| Admin fee / account holder | $4,363 | $3,840+13.6% | $5,194-16.0% | $4,645-6.1% |