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 | $51,422 | $48,076+7.0% | $78,689-34.7% | $62,891-18.2% |
| Participation rate | 96.9% | 65.2%+31.7pp | 73.6%+23.3pp | 69.3%+27.6pp |
| Annual return | 7.62% | 31.35%-23.7pp | 62.18%-54.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,712 | $2,015-15.0% | $2,851-39.9% | $2,281-24.9% |
| Participant deferral / active EE | $3,842 | $2,588+48.5% | $3,517+9.3% | $3,203+20.0% |
| Admin fee / account holder | $2,677 | $3,207-16.5% | $4,510-40.7% | $4,296-37.7% |