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 | $56,246 | $86,929-35.3% | $102,423-45.1% | $80,856-30.4% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.6pp |
| Annual return | 70.33% | 18.88%+51.5pp | 29.32%+41.0pp | 35.59%+34.7pp |
| Employer contribution / active EE | $1,118 | $2,369-52.8% | $3,023-63.0% | $2,755-59.4% |
| Participant deferral / active EE | $2,444 | $4,118-40.7% | $5,053-51.6% | $4,296-43.1% |
| Admin fee / account holder | $548 | $8,049-93.2% | $9,451-94.2% | $6,918-92.1% |