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 | $54,786 | $48,046+14.0% | $84,611-35.2% | $72,985-24.9% |
| Participation rate | 78.6% | 57.6%+21.0pp | 68.2%+10.3pp | 69.5%+9.1pp |
| Annual return | 23.79% | 37.38%-13.6pp | 258.74%-234.9pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,995 | $1,602+24.5% | $2,652-24.8% | $2,440-18.2% |
| Participant deferral / active EE | $2,955 | $2,680+10.2% | $3,899-24.2% | $3,607-18.1% |
| Admin fee / account holder | $3,412 | $3,395+0.5% | $4,912-30.5% | $5,124-33.4% |