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 | $58,793 | $57,541+2.2% | $95,745-38.6% | $75,163-21.8% |
| Participation rate | 77.8% | 62.5%+15.3pp | 72.3%+5.5pp | 67.2%+10.6pp |
| Annual return | 16.81% | 34.93%-18.1pp | 28.35%-11.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,866 | $1,808+58.6% | $2,835+1.1% | $2,670+7.4% |
| Participant deferral / active EE | $6,109 | $3,074+98.7% | $4,245+43.9% | $4,125+48.1% |
| Admin fee / account holder | $12,713 | $4,099+210.2% | $5,678+123.9% | $5,651+125.0% |