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 | $56,255 | $53,822+4.5% | $75,696-25.7% | $85,850-34.5% |
| Participation rate | 77.8% | 69.1%+8.7pp | 74.8%+2.9pp | 69.3%+8.5pp |
| Annual return | 18.25% | 24.54%-6.3pp | 104.53%-86.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $5,236 | $2,017+159.6% | $2,743+90.9% | $2,565+104.1% |
| Participant deferral / active EE | $4,600 | $2,895+58.9% | $3,821+20.4% | $3,952+16.4% |
| Admin fee / account holder | $4,244 | $3,343+27.0% | $3,619+17.3% | $6,260-32.2% |