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 | $63,696 | $63,346+0.6% | $92,233-30.9% | $70,131-9.2% |
| Participation rate | 98.6% | 68.7%+30.0pp | 76.5%+22.1pp | 69.5%+29.1pp |
| Annual return | 16.38% | 530.12%-513.7pp | 176.28%-159.9pp | 73.14%-56.8pp |
| Employer contribution / active EE | $817 | $2,471-66.9% | $3,679-77.8% | $2,342-65.1% |
| Participant deferral / active EE | $3,692 | $2,854+29.4% | $3,897-5.3% | $3,332+10.8% |
| Admin fee / account holder | $9,006 | $3,840+134.5% | $5,194+73.4% | $4,645+93.9% |