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 | $57,128 | $54,705+4.4% | $71,209-19.8% | $84,808-32.6% |
| Participation rate | 76.3% | 64.1%+12.2pp | 73.8%+2.6pp | 68.3%+8.0pp |
| Annual return | 18.68% | 35.90%-17.2pp | 282.51%-263.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,417 | $2,158+12.0% | $2,721-11.2% | $2,631-8.1% |
| Participant deferral / active EE | $3,033 | $3,030+0.1% | $4,175-27.4% | $4,212-28.0% |
| Admin fee / account holder | $540 | $4,863-88.9% | $5,349-89.9% | $7,344-92.7% |