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 | $79,720 | $123,793-35.6% | $177,821-55.2% | $79,858-0.2% |
| Participation rate | 93.3% | 84.7%+8.7pp | 87.7%+5.6pp | 69.6%+23.7pp |
| Annual return | 12.31% | 22.82%-10.5pp | 48.32%-36.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,280 | $4,095-44.3% | $5,918-61.5% | $2,471-7.7% |
| Participant deferral / active EE | $3,172 | $5,956-46.7% | $7,714-58.9% | $3,740-15.2% |
| Admin fee / account holder | $1,574 | $7,243-78.3% | $12,427-87.3% | $5,306-70.3% |