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 | $60,091 | $78,520-23.5% | $96,576-37.8% | $82,448-27.1% |
| Participation rate | 98.8% | 77.7%+21.1pp | 81.4%+17.4pp | 68.1%+30.7pp |
| Annual return | 20.70% | 41.30%-20.6pp | 38.47%-17.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,578 | $2,630-40.0% | $3,553-55.6% | $2,551-38.1% |
| Participant deferral / active EE | $9,466 | $6,754+40.2% | $7,956+19.0% | $4,139+128.7% |
| Admin fee / account holder | $2,839 | $13,455-78.9% | $11,381-75.1% | $7,234-60.8% |