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 | $51,229 | $76,552-33.1% | $123,892-58.7% | $62,891-18.5% |
| Participation rate | 98.0% | 73.0%+25.0pp | 81.4%+16.5pp | 69.3%+28.7pp |
| Annual return | 9.82% | 18.68%-8.9pp | 47.52%-37.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $2,121 | $2,883-26.4% | $4,617-54.1% | $2,281-7.0% |
| Participant deferral / active EE | $6,912 | $4,840+42.8% | $5,984+15.5% | $3,203+115.8% |
| Admin fee / account holder | $16,604 | $4,826+244.1% | $8,357+98.7% | $4,296+286.5% |