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 | $80,653 | $101,724-20.7% | $164,813-51.1% | $80,856-0.3% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 13.36% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,110 | $2,953-28.6% | $4,341-51.4% | $2,755-23.4% |
| Participant deferral / active EE | $5,268 | $4,477+17.7% | $6,031-12.7% | $4,296+22.6% |
| Admin fee / account holder | $8,527 | $8,227+3.6% | $12,690-32.8% | $6,918+23.3% |