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 | $51,428 | $81,460-36.9% | $103,333-50.2% | $80,856-36.4% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 11.03% | 25.55%-14.5pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $5,603 | $3,105+80.4% | $3,868+44.9% | $2,755+103.4% |
| Participant deferral / active EE | $4,515 | $3,869+16.7% | $5,057-10.7% | $4,296+5.1% |
| Admin fee / account holder | $4,553 | $6,566-30.7% | $8,355-45.5% | $6,918-34.2% |