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 | $31,307 | $81,208-61.4% | $98,907-68.3% | $79,858-60.8% |
| Participation rate | 88.7% | 72.5%+16.2pp | 76.0%+12.7pp | 69.6%+19.0pp |
| Annual return | 10.85% | 60.99%-50.1pp | 196.43%-185.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,299 | $1,960-33.7% | $2,689-51.7% | $2,471-47.4% |
| Participant deferral / active EE | $4,411 | $3,265+35.1% | $4,244+3.9% | $3,740+17.9% |
| Admin fee / account holder | $11,342 | $6,013+88.6% | $6,642+70.8% | $5,306+113.7% |