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 | $75,436 | $181,894-58.5% | $156,549-51.8% | $273,961-72.5% |
| Participation rate | 95.0% | 88.4%+6.6pp | 84.0%+11.0pp | 83.0%+12.0pp |
| Annual return | 7.19% | 30.74%-23.6pp | 32.23%-25.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,565 | $6,248-59.0% | $5,501-53.4% | $4,869-47.3% |
| Participant deferral / active EE | $8,095 | $5,550+45.9% | $4,871+66.2% | $5,287+53.1% |
| Admin fee / account holder | $3,010 | $15,559-80.7% | $13,027-76.9% | $10,132-70.3% |