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 | $66,398 | $124,281-46.6% | $109,143-39.2% | $167,490-60.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 12.20% | 26.04%-13.8pp | 25.75%-13.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,489 | $4,207-40.8% | $3,722-33.1% | $4,837-48.5% |
| Participant deferral / active EE | $7,430 | $5,255+41.4% | $4,653+59.7% | $6,341+17.2% |
| Admin fee / account holder | $3,095 | $7,970-61.2% | $6,752-54.2% | $12,309-74.9% |