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 | $62,063 | $58,828+5.5% | $77,999-20.4% | $62,891-1.3% |
| Participation rate | 90.9% | 71.1%+19.8pp | 75.5%+15.4pp | 69.3%+21.6pp |
| Annual return | 5.03% | 17.16%-12.1pp | 425.96%-420.9pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,655 | $1,672-1.0% | $2,470-33.0% | $2,281-27.4% |
| Participant deferral / active EE | $3,758 | $2,686+39.9% | $3,497+7.5% | $3,203+17.3% |
| Admin fee / account holder | $8,716 | $4,393+98.4% | $5,480+59.0% | $4,296+102.9% |