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 | $82,496 | $109,413-24.6% | $156,263-47.2% | $84,808-2.7% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.0pp | 68.3%+23.6pp |
| Annual return | 18.51% | 20.18%-1.7pp | 59.47%-41.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,513 | $2,907+55.3% | $4,333+4.2% | $2,631+71.5% |
| Participant deferral / active EE | $7,557 | $4,590+64.7% | $6,158+22.7% | $4,212+79.4% |
| Admin fee / account holder | $3,524 | $9,357-62.3% | $14,255-75.3% | $7,344-52.0% |