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 | $68,619 | $80,968-15.3% | $96,544-28.9% | $75,163-8.7% |
| Participation rate | 86.2% | 71.8%+14.4pp | 76.0%+10.2pp | 67.2%+19.0pp |
| Annual return | 50.70% | 27.06%+23.6pp | 25.84%+24.9pp | 160.62%-109.9pp |
| Employer contribution / active EE | $4,271 | $2,282+87.2% | $2,965+44.1% | $2,670+60.0% |
| Participant deferral / active EE | $5,760 | $3,928+46.6% | $4,851+18.7% | $4,125+39.6% |
| Admin fee / account holder | $49,303 | $6,724+633.2% | $8,252+497.4% | $5,651+772.5% |