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 | $66,987 | $71,050-5.7% | $93,606-28.4% | $80,856-17.2% |
| Participation rate | 82.9% | 60.4%+22.5pp | 68.7%+14.2pp | 67.6%+15.3pp |
| Annual return | 11.20% | 11.26%-0.1pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,921 | $1,564+22.8% | $2,420-20.6% | $2,755-30.3% |
| Participant deferral / active EE | $4,675 | $4,034+15.9% | $4,411+6.0% | $4,296+8.8% |
| Admin fee / account holder | $5,791 | $6,945-16.6% | $8,285-30.1% | $6,918-16.3% |