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 | $59,021 | $102,317-42.3% | $146,958-59.8% | $80,856-27.0% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 14.94% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,806 | $3,713-51.4% | $4,933-63.4% | $2,755-34.5% |
| Participant deferral / active EE | $8,088 | $6,644+21.7% | $8,070+0.2% | $4,296+88.3% |
| Admin fee / account holder | $4,855 | $7,941-38.9% | $12,998-62.6% | $6,918-29.8% |