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 | $51,638+8.6% | $68,368-18.0% | $82,448-32.0% |
| Participation rate | 83.0% | 63.6%+19.4pp | 73.8%+9.3pp | 68.1%+15.0pp |
| Annual return | 14.14% | 37.53%-23.4pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,586 | $2,047+26.4% | $2,649-2.4% | $2,551+1.4% |
| Participant deferral / active EE | $4,704 | $2,914+61.4% | $4,123+14.1% | $4,139+13.6% |
| Admin fee / account holder | $8,785 | $4,643+89.2% | $5,150+70.6% | $7,234+21.4% |