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 | $50,848 | $77,314-34.2% | $177,989-71.4% | $80,856-37.1% |
| Participation rate | 89.7% | 65.7%+24.0pp | 77.1%+12.7pp | 67.6%+22.1pp |
| Annual return | 15.38% | 18.09%-2.7pp | 294.48%-279.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $5,586 | $2,292+143.7% | $3,949+41.5% | $2,755+102.8% |
| Participant deferral / active EE | $5,933 | $4,411+34.5% | $6,276-5.5% | $4,296+38.1% |
| Admin fee / account holder | $3,069 | $7,191-57.3% | $10,363-70.4% | $6,918-55.6% |