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 | $73,070 | $77,899-6.2% | $149,673-51.2% | $75,163-2.8% |
| Participation rate | 79.4% | 65.6%+13.8pp | 78.8%+0.6pp | 67.2%+12.2pp |
| Annual return | 16.75% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,781 | $3,137-43.2% | $4,818-63.0% | $2,670-33.3% |
| Participant deferral / active EE | $4,865 | $3,411+42.6% | $5,680-14.3% | $4,125+17.9% |
| Admin fee / account holder | $1,472 | $5,956-75.3% | $13,210-88.9% | $5,651-74.0% |