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 | $50,149 | $102,317-51.0% | $146,958-65.9% | $80,856-38.0% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 14.40% | 134.76%-120.4pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,706 | $3,713+26.7% | $4,933-4.6% | $2,755+70.8% |
| Participant deferral / active EE | $9,163 | $6,644+37.9% | $8,070+13.5% | $4,296+113.3% |
| Admin fee / account holder | $9,519 | $7,941+19.9% | $12,998-26.8% | $6,918+37.6% |