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 | $62,894 | $72,277-13.0% | $101,248-37.9% | $79,858-21.2% |
| Participation rate | 88.0% | 68.5%+19.5pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | 11.03% | 22.30%-11.3pp | 46.47%-35.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $3,834 | $2,692+42.4% | $3,660+4.8% | $2,471+55.2% |
| Participant deferral / active EE | $5,995 | $3,282+82.7% | $4,370+37.2% | $3,740+60.3% |
| Admin fee / account holder | $14,769 | $4,400+235.6% | $5,945+148.4% | $5,306+178.3% |