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 | $60,730 | $56,053+8.3% | $75,972-20.1% | $80,856-24.9% |
| Participation rate | 91.7% | 62.0%+29.6pp | 69.1%+22.6pp | 67.6%+24.0pp |
| Annual return | 15.69% | 20.53%-4.8pp | 359.55%-343.9pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,183 | $1,874+69.9% | $2,685+18.6% | $2,755+15.6% |
| Participant deferral / active EE | $7,373 | $3,052+141.6% | $4,255+73.3% | $4,296+71.6% |
| Admin fee / account holder | $3,143 | $5,234-40.0% | $6,467-51.4% | $6,918-54.6% |