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 | $58,036 | $54,705+6.1% | $71,209-18.5% | $84,808-31.6% |
| Participation rate | 78.0% | 64.1%+14.0pp | 73.8%+4.3pp | 68.3%+9.7pp |
| Annual return | 20.23% | 35.90%-15.7pp | 282.51%-262.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,553 | $2,158+18.3% | $2,721-6.2% | $2,631-3.0% |
| Participant deferral / active EE | $5,156 | $3,030+70.1% | $4,175+23.5% | $4,212+22.4% |
| Admin fee / account holder | $9,832 | $4,863+102.2% | $5,349+83.8% | $7,344+33.9% |