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 | $93,903 | $161,352-41.8% | $134,172-30.0% | $137,256-31.6% |
| Participation rate | 87.5% | 78.3%+9.2pp | 72.5%+15.0pp | 80.0%+7.5pp |
| Annual return | 13.14% | 28.72%-15.6pp | 25.30%-12.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,592 | $4,099-36.8% | $3,420-24.2% | $4,156-37.6% |
| Participant deferral / active EE | $7,701 | $5,552+38.7% | $4,690+64.2% | $6,407+20.2% |
| Admin fee / account holder | $20,423 | $15,028+35.9% | $12,016+70.0% | $12,270+66.4% |