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 | $77,968 | $81,248-4.0% | $155,509-49.9% | $80,856-3.6% |
| Participation rate | 85.4% | 66.2%+19.1pp | 78.2%+7.2pp | 67.6%+17.7pp |
| Annual return | 13.30% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,654 | $3,100-14.4% | $4,672-43.2% | $2,755-3.7% |
| Participant deferral / active EE | $7,703 | $3,452+123.2% | $5,626+36.9% | $4,296+79.3% |
| Admin fee / account holder | $16,566 | $7,997+107.1% | $15,912+4.1% | $6,918+139.5% |