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 | $51,838 | $48,076+7.8% | $78,689-34.1% | $62,891-17.6% |
| Participation rate | 97.5% | 65.2%+32.3pp | 73.6%+23.9pp | 69.3%+28.2pp |
| Annual return | 7.05% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $4,814 | $2,015+138.9% | $2,851+68.9% | $2,281+111.1% |
| Participant deferral / active EE | $2,660 | $2,588+2.8% | $3,517-24.4% | $3,203-17.0% |
| Admin fee / account holder | $1,200 | $3,207-62.6% | $4,510-73.4% | $4,296-72.1% |