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 | $54,517 | $89,753-39.3% | $107,525-49.3% | $84,808-35.7% |
| Participation rate | 94.1% | 68.1%+26.1pp | 75.1%+19.0pp | 68.3%+25.8pp |
| Annual return | 14.78% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,708 | $3,113-13.0% | $3,754-27.9% | $2,631+2.9% |
| Participant deferral / active EE | $4,619 | $4,056+13.9% | $5,116-9.7% | $4,212+9.7% |
| Admin fee / account holder | $4,433 | $7,222-38.6% | $8,919-50.3% | $7,344-39.6% |