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 | $54,269 | $48,046+13.0% | $84,611-35.9% | $72,985-25.6% |
| Participation rate | 75.9% | 57.6%+18.3pp | 68.2%+7.6pp | 69.5%+6.4pp |
| Annual return | 23.59% | 37.38%-13.8pp | 258.74%-235.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,558 | $1,602-2.7% | $2,652-41.3% | $2,440-36.2% |
| Participant deferral / active EE | $3,464 | $2,680+29.2% | $3,899-11.1% | $3,607-4.0% |
| Admin fee / account holder | $637 | $3,395-81.2% | $4,912-87.0% | $5,124-87.6% |