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 | $56,640 | $95,453-40.7% | $112,040-49.4% | $82,448-31.3% |
| Participation rate | 95.3% | 72.8%+22.6pp | 76.5%+18.9pp | 68.1%+27.3pp |
| Annual return | 17.43% | 23.92%-6.5pp | 24.52%-7.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,676 | $2,318+15.4% | $2,954-9.4% | $2,551+4.9% |
| Participant deferral / active EE | $3,293 | $4,224-22.0% | $5,098-35.4% | $4,139-20.4% |
| Admin fee / account holder | $3,663 | $9,013-59.4% | $12,098-69.7% | $7,234-49.4% |