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 | $57,749 | $64,324-10.2% | $118,925-51.4% | $79,858-27.7% |
| Participation rate | 98.9% | 64.9%+34.1pp | 75.4%+23.6pp | 69.6%+29.3pp |
| Annual return | 17.43% | 86.45%-69.0pp | 35.88%-18.5pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,393 | $1,836+84.8% | $3,263+4.0% | $2,471+37.3% |
| Participant deferral / active EE | $5,900 | $2,824+109.0% | $4,265+38.3% | $3,740+57.8% |
| Admin fee / account holder | $3,051 | $4,040-24.5% | $6,581-53.6% | $5,306-42.5% |