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 | $64,575 | $67,894-4.9% | $89,340-27.7% | $82,448-21.7% |
| Participation rate | 76.5% | 64.0%+12.4pp | 69.6%+6.9pp | 68.1%+8.4pp |
| Annual return | 24.54% | 19.21%+5.3pp | 20.57%+4.0pp | 41.64%-17.1pp |
| Employer contribution / active EE | $1,274 | $1,828-30.3% | $2,231-42.9% | $2,551-50.1% |
| Participant deferral / active EE | $4,556 | $3,072+48.3% | $3,823+19.2% | $4,139+10.1% |
| Admin fee / account holder | $9,855 | $5,723+72.2% | $6,704+47.0% | $7,234+36.2% |