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 | $63,128 | $62,573+0.9% | $85,682-26.3% | $85,850-26.5% |
| Participation rate | 94.4% | 61.1%+33.3pp | 69.9%+24.6pp | 69.3%+25.1pp |
| Annual return | 20.16% | 23.77%-3.6pp | 21.49%-1.3pp | 318.53%-298.4pp |
| Employer contribution / active EE | $1,502 | $1,757-14.5% | $2,618-42.6% | $2,565-41.4% |
| Participant deferral / active EE | $5,431 | $2,802+93.8% | $3,923+38.5% | $3,952+37.4% |
| Admin fee / account holder | $3,181 | $4,640-31.4% | $6,873-53.7% | $6,260-49.2% |