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 | $72,481 | $72,4920% | $87,100-16.8% | $72,985-0.7% |
| Participation rate | 95.7% | 72.8%+22.8pp | 76.9%+18.8pp | 69.5%+26.2pp |
| Annual return | 17.06% | 24.46%-7.4pp | 28.19%-11.1pp | 81.00%-63.9pp |
| Employer contribution / active EE | $759 | $1,894-59.9% | $2,521-69.9% | $2,440-68.9% |
| Participant deferral / active EE | $2,458 | $3,270-24.8% | $4,049-39.3% | $3,607-31.9% |
| Admin fee / account holder | $7,623 | $5,055+50.8% | $7,497+1.7% | $5,124+48.8% |