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 | $81,854 | $108,825-24.8% | $156,181-47.6% | $82,448-0.7% |
| Participation rate | 97.1% | 72.4%+24.8pp | 78.8%+18.3pp | 68.1%+29.1pp |
| Annual return | 16.71% | 20.59%-3.9pp | 64.87%-48.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,159 | $2,870-24.8% | $4,294-49.7% | $2,551-15.4% |
| Participant deferral / active EE | $4,232 | $4,577-7.5% | $6,132-31.0% | $4,139+2.2% |
| Admin fee / account holder | $1,428 | $9,341-84.7% | $14,586-90.2% | $7,234-80.3% |