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 | $56,220 | $49,227+14.2% | $70,449-20.2% | $79,858-29.6% |
| Participation rate | 92.6% | 69.2%+23.4pp | 75.1%+17.5pp | 69.6%+23.0pp |
| Annual return | 6.60% | 30.06%-23.5pp | 109.03%-102.4pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,225 | $2,099-41.7% | $2,737-55.3% | $2,471-50.4% |
| Participant deferral / active EE | $4,563 | $2,768+64.9% | $3,709+23.0% | $3,740+22.0% |
| Admin fee / account holder | $960 | $2,878-66.6% | $3,845-75.0% | $5,306-81.9% |