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 | $56,011 | $101,724-44.9% | $164,813-66.0% | $80,856-30.7% |
| Participation rate | 94.8% | 71.8%+23.0pp | 78.6%+16.2pp | 67.6%+27.2pp |
| Annual return | 14.72% | 16.72%-2.0pp | 69.93%-55.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $5,349 | $2,953+81.1% | $4,341+23.2% | $2,755+94.2% |
| Participant deferral / active EE | $6,864 | $4,477+53.3% | $6,031+13.8% | $4,296+59.8% |
| Admin fee / account holder | $2,036 | $8,227-75.2% | $12,690-84.0% | $6,918-70.6% |