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 | $73,190 | $148,978-50.9% | $200,582-63.5% | $84,808-13.7% |
| Participation rate | 98.0% | 84.2%+13.8pp | 86.9%+11.1pp | 68.3%+29.7pp |
| Annual return | 15.88% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,042 | $4,815-16.1% | $6,419-37.0% | $2,631+53.6% |
| Participant deferral / active EE | $9,508 | $7,142+33.1% | $9,331+1.9% | $4,212+125.8% |
| Admin fee / account holder | $4,143 | $13,977-70.4% | $16,305-74.6% | $7,344-43.6% |