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 | $60,359 | $58,208+3.7% | $81,812-26.2% | $80,856-25.4% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.3%+24.0pp | 67.6%+28.7pp |
| Annual return | 14.42% | 41.66%-27.2pp | 773.79%-759.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $5,662 | $2,340+142.0% | $2,912+94.4% | $2,755+105.5% |
| Participant deferral / active EE | $2,275 | $3,281-30.6% | $4,319-47.3% | $4,296-47.0% |
| Admin fee / account holder | $4,860 | $4,981-2.4% | $7,386-34.2% | $6,918-29.8% |