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 | $57,736 | $47,848+20.7% | $81,478-29.1% | $70,131-17.7% |
| Participation rate | 78.6% | 58.3%+20.3pp | 68.0%+10.6pp | 69.5%+9.0pp |
| Annual return | 213.08% | 27.25%+185.8pp | 38.78%+174.3pp | 73.14%+139.9pp |
| Employer contribution / active EE | $6,205 | $1,527+306.3% | $2,568+141.7% | $2,342+164.9% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,331 | $3,145-25.9% | $4,561-48.9% | $4,645-49.8% |