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 | $54,170 | $51,638+4.9% | $68,368-20.8% | $82,448-34.3% |
| Participation rate | 90.0% | 63.6%+26.4pp | 73.8%+16.2pp | 68.1%+21.9pp |
| Annual return | 16.59% | 37.53%-20.9pp | 292.57%-276.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $3,120 | $2,047+52.5% | $2,649+17.8% | $2,551+22.3% |
| Participant deferral / active EE | $5,122 | $2,914+75.8% | $4,123+24.2% | $4,139+23.7% |
| Admin fee / account holder | $13,393 | $4,643+188.4% | $5,150+160.1% | $7,234+85.1% |