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 | $87,082 | $90,745-4.0% | $130,231-33.1% | $75,163+15.9% |
| Participation rate | 83.0% | 71.1%+12.0pp | 76.3%+6.7pp | 67.2%+15.8pp |
| Annual return | 14.87% | 34.45%-19.6pp | 38.77%-23.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,003 | $3,314-69.7% | $4,126-75.7% | $2,670-62.4% |
| Participant deferral / active EE | $6,692 | $5,362+24.8% | $6,799-1.6% | $4,125+62.2% |
| Admin fee / account holder | $3,841 | $6,331-39.3% | $6,020-36.2% | $5,651-32.0% |