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 | $94,852 | $81,446+16.5% | $103,374-8.2% | $80,874+17.3% |
| Participation rate | 75.3% | 66.9%+8.5pp | 74.5%+0.8pp | 67.6%+7.7pp |
| Annual return | 13.89% | 25.57%-11.7pp | 24.89%-11.0pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,369 | $3,107-23.8% | $3,869-38.8% | $2,756-14.0% |
| Participant deferral / active EE | $5,857 | $3,870+51.4% | $5,058+15.8% | $4,297+36.3% |
| Admin fee / account holder | $3,480 | $6,715-48.2% | $8,394-58.5% | $6,935-49.8% |