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 | $59,136 | $58,927+0.4% | $76,817-23.0% | $72,985-19.0% |
| Participation rate | 76.4% | 67.3%+9.0pp | 72.1%+4.3pp | 69.5%+6.9pp |
| Annual return | 21.33% | 2305.64%-2284.3pp | 1166.11%-1144.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,426 | $1,787-20.2% | $2,302-38.1% | $2,440-41.6% |
| Participant deferral / active EE | $6,878 | $2,690+155.6% | $3,336+106.2% | $3,607+90.7% |
| Admin fee / account holder | $12,449 | $4,013+210.2% | $6,420+93.9% | $5,124+142.9% |