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 | $55,676 | $64,324-13.4% | $118,925-53.2% | $79,858-30.3% |
| Participation rate | 96.4% | 64.9%+31.6pp | 75.4%+21.0pp | 69.6%+26.8pp |
| Annual return | 15.38% | 86.45%-71.1pp | 35.88%-20.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,422 | $1,836+86.4% | $3,263+4.9% | $2,471+38.5% |
| Participant deferral / active EE | $5,927 | $2,824+109.9% | $4,265+39.0% | $3,740+58.5% |
| Admin fee / account holder | $3,838 | $4,040-5.0% | $6,581-41.7% | $5,306-27.7% |