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 | $56,072 | $54,705+2.5% | $71,209-21.3% | $84,808-33.9% |
| Participation rate | 83.0% | 64.1%+18.9pp | 73.8%+9.3pp | 68.3%+14.7pp |
| Annual return | 14.14% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,586 | $2,158+19.8% | $2,721-5.0% | $2,631-1.7% |
| Participant deferral / active EE | $4,704 | $3,030+55.2% | $4,175+12.7% | $4,212+11.7% |
| Admin fee / account holder | $8,785 | $4,863+80.6% | $5,349+64.2% | $7,344+19.6% |