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 | $55,966 | $94,031-40.5% | $115,768-51.7% | $82,448-32.1% |
| Participation rate | 93.9% | 70.4%+23.5pp | 74.4%+19.5pp | 68.1%+25.8pp |
| Annual return | 19.98% | 20.61%-0.6pp | 100.46%-80.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,731 | $2,323+60.6% | $2,940+26.9% | $2,551+46.3% |
| Participant deferral / active EE | $8,364 | $3,972+110.6% | $4,917+70.1% | $4,139+102.1% |
| Admin fee / account holder | $3,407 | $10,249-66.8% | $12,439-72.6% | $7,234-52.9% |