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 | $71,823 | $109,413-34.4% | $156,263-54.0% | $84,808-15.3% |
| Participation rate | 97.2% | 72.7%+24.5pp | 78.9%+18.3pp | 68.3%+28.9pp |
| Annual return | 19.75% | 20.18%-0.4pp | 59.47%-39.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,167 | $2,907-59.9% | $4,333-73.1% | $2,631-55.7% |
| Participant deferral / active EE | $4,071 | $4,590-11.3% | $6,158-33.9% | $4,212-3.3% |
| Admin fee / account holder | $6,224 | $9,357-33.5% | $14,255-56.3% | $7,344-15.2% |