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 | $57,310 | $58,828-2.6% | $77,999-26.5% | $62,891-8.9% |
| Participation rate | 91.2% | 71.1%+20.1pp | 75.5%+15.7pp | 69.3%+21.9pp |
| Annual return | 7.55% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,602 | $1,672+175.3% | $2,470+86.3% | $2,281+101.8% |
| Participant deferral / active EE | $7,547 | $2,686+181.0% | $3,497+115.8% | $3,203+135.6% |
| Admin fee / account holder | $24,571 | $4,393+459.3% | $5,480+348.3% | $4,296+472.0% |