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 | $62,000 | $54,541+13.7% | $78,778-21.3% | $70,131-11.6% |
| Participation rate | 87.1% | 60.8%+26.3pp | 69.2%+17.9pp | 69.5%+17.5pp |
| Annual return | 14.92% | 21.07%-6.2pp | 35.62%-20.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,375 | $1,089+26.3% | $1,986-30.8% | $2,342-41.3% |
| Participant deferral / active EE | $3,214 | $2,210+45.4% | $2,958+8.7% | $3,332-3.5% |
| Admin fee / account holder | $13,181 | $3,709+255.4% | $5,134+156.7% | $4,645+183.7% |