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 | $56,054 | $65,365-14.2% | $92,893-39.7% | $72,985-23.2% |
| Participation rate | 90.6% | 68.3%+22.3pp | 76.0%+14.6pp | 69.5%+21.1pp |
| Annual return | 22.59% | 42.10%-19.5pp | 109.41%-86.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,762 | $2,594+45.0% | $3,653+3.0% | $2,440+54.2% |
| Participant deferral / active EE | $6,756 | $3,128+116.0% | $4,236+59.5% | $3,607+87.3% |
| Admin fee / account holder | $7,526 | $4,251+77.0% | $5,794+29.9% | $5,124+46.9% |