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 6-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 | $56,013 | $48,230+16.1% | $67,502-17.0% | $80,856-30.7% |
| Participation rate | 76.0% | 66.4%+9.6pp | 72.9%+3.1pp | 67.6%+8.4pp |
| Annual return | 15.64% | 18.28%-2.6pp | 3512.12%-3496.5pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,436 | $2,924+51.7% | $4,000+10.9% | $4,296+3.3% |
| Admin fee / account holder | $3,183 | $3,681-13.5% | $3,998-20.4% | $6,918-54.0% |