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 | $59,527 | $67,411-11.7% | $91,001-34.6% | $70,131-15.1% |
| Participation rate | 90.7% | 71.4%+19.4pp | 75.6%+15.1pp | 69.5%+21.2pp |
| Annual return | 24.58% | -40.16%+64.7pp | 4.60%+20.0pp | 73.14%-48.6pp |
| Employer contribution / active EE | $5,487 | $1,786+207.2% | $2,456+123.4% | $2,342+134.2% |
| Participant deferral / active EE | $11,333 | $2,823+301.5% | $3,547+219.5% | $3,332+240.1% |
| Admin fee / account holder | $4,936 | $4,236+16.5% | $5,417-8.9% | $4,645+6.3% |