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 | $60,204 | $60,349-0.2% | $74,183-18.8% | $62,891-4.3% |
| Participation rate | 94.0% | 72.7%+21.2pp | 76.6%+17.4pp | 69.3%+24.7pp |
| Annual return | 9.79% | 21.37%-11.6pp | 17.74%-7.9pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,108 | $1,680-34.1% | $2,370-53.3% | $2,281-51.4% |
| Participant deferral / active EE | $4,381 | $2,856+53.4% | $3,550+23.4% | $3,203+36.8% |
| Admin fee / account holder | $6,323 | $4,261+48.4% | $5,586+13.2% | $4,296+47.2% |