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 | $20,620 | $81,248-74.6% | $155,509-86.7% | $80,856-74.5% |
| Participation rate | 93.5% | 66.2%+27.3pp | 78.2%+15.4pp | 67.6%+25.9pp |
| Annual return | 10.63% | 33.31%-22.7pp | 64.67%-54.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $3,354 | $3,100+8.2% | $4,672-28.2% | $2,755+21.7% |
| Participant deferral / active EE | $2,426 | $3,452-29.7% | $5,626-56.9% | $4,296-43.5% |
| Admin fee / account holder | $10,350 | $7,997+29.4% | $15,912-35.0% | $6,918+49.6% |