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 | $58,759 | $54,705+7.4% | $71,209-17.5% | $84,808-30.7% |
| Participation rate | 86.2% | 64.1%+22.1pp | 73.8%+12.5pp | 68.3%+17.9pp |
| Annual return | 36.58% | 35.90%+0.7pp | 282.51%-245.9pp | 40.90%-4.3pp |
| Employer contribution / active EE | $4,926 | $2,158+128.3% | $2,721+81.0% | $2,631+87.2% |
| Participant deferral / active EE | $1,597 | $3,030-47.3% | $4,175-61.8% | $4,212-62.1% |
| Admin fee / account holder | $2,505 | $4,863-48.5% | $5,349-53.2% | $7,344-65.9% |