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 | $48,095 | $48,046+0.1% | $84,611-43.2% | $72,985-34.1% |
| Participation rate | 74.1% | 57.6%+16.5pp | 68.2%+5.8pp | 69.5%+4.6pp |
| Annual return | 24.68% | 37.38%-12.7pp | 258.74%-234.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,008 | $1,602+87.8% | $2,652+13.4% | $2,440+23.3% |
| Participant deferral / active EE | $5,991 | $2,680+123.5% | $3,899+53.7% | $3,607+66.1% |
| Admin fee / account holder | $612 | $3,395-82.0% | $4,912-87.5% | $5,124-88.0% |