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 | $32,806 | $101,724-67.8% | $164,813-80.1% | $80,856-59.4% |
| Participation rate | 94.1% | 71.8%+22.3pp | 78.6%+15.5pp | 67.6%+26.5pp |
| Annual return | 10.79% | 16.72%-5.9pp | 69.93%-59.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,173 | $2,953+7.4% | $4,341-26.9% | $2,755+15.2% |
| Participant deferral / active EE | $6,068 | $4,477+35.5% | $6,031+0.6% | $4,296+41.2% |
| Admin fee / account holder | $12,588 | $8,227+53.0% | $12,690-0.8% | $6,918+82.0% |