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 | $60,823 | $48,046+26.6% | $84,611-28.1% | $72,985-16.7% |
| Participation rate | 70.0% | 57.6%+12.4pp | 68.2%+1.8pp | 69.5%+0.5pp |
| Annual return | 19.13% | 37.38%-18.3pp | 258.74%-239.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,639 | $1,602+2.3% | $2,652-38.2% | $2,440-32.8% |
| Participant deferral / active EE | $4,216 | $2,680+57.3% | $3,899+8.1% | $3,607+16.9% |
| Admin fee / account holder | $13,560 | $3,395+299.4% | $4,912+176.0% | $5,124+164.6% |