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 | $54,002 | $74,888-27.9% | $71,209-24.2% | $142,382-62.1% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 16.92% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,854 | $2,854+35.0% | $2,721+41.6% | $4,299-10.4% |
| Participant deferral / active EE | $8,015 | $4,454+79.9% | $4,175+92.0% | $6,507+23.2% |
| Admin fee / account holder | $13,621 | $5,568+144.6% | $5,349+154.7% | $12,624+7.9% |