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 | $72,249 | $106,749-32.3% | $145,433-50.3% | $82,448-12.4% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 15.31% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,853 | $3,444-17.2% | $4,554-37.4% | $2,551+11.8% |
| Participant deferral / active EE | $8,910 | $6,519+36.7% | $7,897+12.8% | $4,139+115.2% |
| Admin fee / account holder | $15,010 | $8,390+78.9% | $13,129+14.3% | $7,234+107.5% |