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 | $69,620 | $63,346+9.9% | $92,233-24.5% | $70,131-0.7% |
| Participation rate | 93.9% | 68.7%+25.3pp | 76.5%+17.5pp | 69.5%+24.4pp |
| Annual return | 18.92% | 530.12%-511.2pp | 176.28%-157.4pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,461 | $2,471-0.4% | $3,679-33.1% | $2,342+5.0% |
| Participant deferral / active EE | $4,484 | $2,854+57.1% | $3,897+15.1% | $3,332+34.6% |
| Admin fee / account holder | $4,466 | $3,840+16.3% | $5,194-14.0% | $4,645-3.9% |