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 | $74,423 | $101,724-26.8% | $164,813-54.8% | $80,856-8.0% |
| Participation rate | 85.2% | 71.8%+13.4pp | 78.6%+6.6pp | 67.6%+17.5pp |
| Annual return | 16.45% | 16.72%-0.3pp | 69.93%-53.5pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,029 | $2,953-31.3% | $4,341-53.3% | $2,755-26.3% |
| Participant deferral / active EE | $4,586 | $4,477+2.4% | $6,031-24.0% | $4,296+6.7% |
| Admin fee / account holder | $8,008 | $8,227-2.7% | $12,690-36.9% | $6,918+15.8% |