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 | $51,674 | $86,286-40.1% | $111,297-53.6% | $85,850-39.8% |
| Participation rate | 94.4% | 73.3%+21.1pp | 77.3%+17.1pp | 69.3%+25.1pp |
| Annual return | 14.26% | 19.99%-5.7pp | 54.65%-40.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $3,135 | $2,043+53.4% | $2,731+14.8% | $2,565+22.2% |
| Participant deferral / active EE | $2,672 | $3,641-26.6% | $4,487-40.5% | $3,952-32.4% |
| Admin fee / account holder | $11,264 | $8,188+37.6% | $7,964+41.4% | $6,260+79.9% |