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 | $77,668 | $80,717-3.8% | $154,803-49.8% | $84,808-8.4% |
| Participation rate | 72.9% | 66.8%+6.1pp | 78.1%-5.2pp | 68.3%+4.6pp |
| Annual return | 15.54% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,480 | $2,761-10.2% | $4,305-42.4% | $2,631-5.7% |
| Participant deferral / active EE | $4,664 | $3,303+41.2% | $5,540-15.8% | $4,212+10.7% |
| Admin fee / account holder | $2,123 | $6,746-68.5% | $14,329-85.2% | $7,344-71.1% |