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 | $61,437 | $51,638+19.0% | $68,368-10.1% | $82,448-25.5% |
| Participation rate | 73.3% | 63.6%+9.7pp | 73.8%-0.4pp | 68.1%+5.3pp |
| Annual return | 19.21% | 37.53%-18.3pp | 292.57%-273.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,534 | $2,047-25.0% | $2,649-42.1% | $2,551-39.9% |
| Participant deferral / active EE | $2,912 | $2,914-0.1% | $4,123-29.4% | $4,139-29.7% |
| Admin fee / account holder | $2,839 | $4,643-38.9% | $5,150-44.9% | $7,234-60.8% |