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 | $70,400 | $80,968-13.1% | $96,544-27.1% | $75,163-6.3% |
| Participation rate | 84.3% | 71.8%+12.5pp | 76.0%+8.4pp | 67.2%+17.1pp |
| Annual return | 18.87% | 27.06%-8.2pp | 25.84%-7.0pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,594 | $2,282-30.1% | $2,965-46.2% | $2,670-40.3% |
| Participant deferral / active EE | $5,006 | $3,928+27.4% | $4,851+3.2% | $4,125+21.4% |
| Admin fee / account holder | $19,122 | $6,724+184.4% | $8,252+131.7% | $5,651+238.4% |