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 | $39,404 | $71,050-44.5% | $93,606-57.9% | $80,856-51.3% |
| Participation rate | 74.1% | 60.4%+13.7pp | 68.7%+5.4pp | 67.6%+6.4pp |
| Annual return | 12.48% | 11.26%+1.2pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,780 | $1,564+77.8% | $2,420+14.9% | $2,755+0.9% |
| Participant deferral / active EE | $5,446 | $4,034+35.0% | $4,411+23.5% | $4,296+26.8% |
| Admin fee / account holder | $18,330 | $6,945+163.9% | $8,285+121.2% | $6,918+165.0% |