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 | $57,257 | $78,485-27.0% | $106,213-46.1% | $74,495-23.1% |
| Participation rate | 95.1% | 72.8%+22.3pp | 75.3%+19.9pp | 67.2%+27.9pp |
| Annual return | 14.35% | 15.95%-1.6pp | 116.14%-101.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,166 | $2,523+25.5% | $3,171-0.2% | $2,623+20.7% |
| Participant deferral / active EE | $6,477 | $4,322+49.8% | $5,016+29.1% | $4,346+49.0% |
| Admin fee / account holder | $15,317 | $2,232+586.3% | $11,033+38.8% | $1,942+688.8% |