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 | $60,018 | $89,753-33.1% | $107,525-44.2% | $84,808-29.2% |
| Participation rate | 90.0% | 68.1%+21.9pp | 75.1%+14.9pp | 68.3%+21.7pp |
| Annual return | 16.76% | 29.48%-12.7pp | 181.32%-164.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,634 | $3,113+16.7% | $3,754-3.2% | $2,631+38.1% |
| Participant deferral / active EE | $7,631 | $4,056+88.1% | $5,116+49.2% | $4,212+81.2% |
| Admin fee / account holder | $11,050 | $7,222+53.0% | $8,919+23.9% | $7,344+50.5% |