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 | $56,440 | $53,127+6.2% | $86,590-34.8% | $70,131-19.5% |
| Participation rate | 79.2% | 65.3%+13.9pp | 73.5%+5.7pp | 69.5%+9.7pp |
| Annual return | 23.70% | 27.66%-4.0pp | 964.84%-941.1pp | 73.14%-49.4pp |
| Employer contribution / active EE | $2,345 | $2,068+13.4% | $2,839-17.4% | $2,342+0.1% |
| Participant deferral / active EE | $5,053 | $2,696+87.4% | $3,609+40.0% | $3,332+51.6% |
| Admin fee / account holder | $1,973 | $3,585-45.0% | $4,906-59.8% | $4,645-57.5% |