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 | $54,016 | $78,422-31.1% | $95,952-43.7% | $79,858-32.4% |
| Participation rate | 80.8% | 73.5%+7.3pp | 77.1%+3.7pp | 69.6%+11.1pp |
| Annual return | 19.68% | 19.37%+0.3pp | 91.61%-71.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $4,127 | $1,945+112.2% | $2,541+62.4% | $2,471+67.0% |
| Participant deferral / active EE | $7,894 | $3,440+129.5% | $4,167+89.4% | $3,740+111.1% |
| Admin fee / account holder | $11,050 | $5,622+96.5% | $6,795+62.6% | $5,306+108.2% |