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 | $57,899 | $56,053+3.3% | $75,972-23.8% | $80,856-28.4% |
| Participation rate | 73.7% | 62.0%+11.7pp | 69.1%+4.6pp | 67.6%+6.0pp |
| Annual return | 19.66% | 20.53%-0.9pp | 359.55%-339.9pp | 35.59%-15.9pp |
| Employer contribution / active EE | $4,286 | $1,874+128.7% | $2,685+59.6% | $2,755+55.6% |
| Participant deferral / active EE | $6,800 | $3,052+122.8% | $4,255+59.8% | $4,296+58.3% |
| Admin fee / account holder | $4,475 | $5,234-14.5% | $6,467-30.8% | $6,918-35.3% |