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 | $64,368 | $106,749-39.7% | $145,433-55.7% | $82,448-21.9% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 14.41% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $4,753 | $3,444+38.0% | $4,554+4.4% | $2,551+86.3% |
| Participant deferral / active EE | $7,160 | $6,519+9.8% | $7,897-9.3% | $4,139+73.0% |
| Admin fee / account holder | $9,902 | $8,390+18.0% | $13,129-24.6% | $7,234+36.9% |