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 | $77,492 | $74,927+3.4% | $101,794-23.9% | $84,808-8.6% |
| Participation rate | 75.4% | 61.4%+14.0pp | 69.2%+6.2pp | 68.3%+7.1pp |
| Annual return | 15.30% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,125 | $1,522-26.1% | $2,289-50.8% | $2,631-57.2% |
| Participant deferral / active EE | $5,371 | $3,099+73.3% | $4,084+31.5% | $4,212+27.5% |
| Admin fee / account holder | $18,174 | $6,514+179.0% | $8,777+107.1% | $7,344+147.5% |