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 | $72,066 | $76,407-5.7% | $150,298-52.1% | $82,448-12.6% |
| Participation rate | 79.4% | 66.4%+13.0pp | 77.8%+1.7pp | 68.1%+11.3pp |
| Annual return | 17.21% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,685 | $2,614+2.7% | $4,154-35.4% | $2,551+5.3% |
| Participant deferral / active EE | $6,453 | $3,214+100.8% | $5,453+18.3% | $4,139+55.9% |
| Admin fee / account holder | $1,422 | $6,352-77.6% | $14,116-89.9% | $7,234-80.3% |