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 | $52,678 | $77,899-32.4% | $149,673-64.8% | $75,163-29.9% |
| Participation rate | 94.7% | 65.6%+29.2pp | 78.8%+16.0pp | 67.2%+27.5pp |
| Annual return | 57.44% | 31.72%+25.7pp | 134.42%-77.0pp | 160.62%-103.2pp |
| Employer contribution / active EE | $3,260 | $3,137+3.9% | $4,818-32.3% | $2,670+22.1% |
| Participant deferral / active EE | $2,739 | $3,411-19.7% | $5,680-51.8% | $4,125-33.6% |
| Admin fee / account holder | $6,396 | $5,956+7.4% | $13,210-51.6% | $5,651+13.2% |