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 | $73,701 | $86,929-15.2% | $102,423-28.0% | $80,856-8.8% |
| Participation rate | 94.0% | 72.4%+21.6pp | 76.5%+17.5pp | 67.6%+26.4pp |
| Annual return | 15.18% | 18.88%-3.7pp | 29.32%-14.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,974 | $2,369-16.7% | $3,023-34.7% | $2,755-28.4% |
| Participant deferral / active EE | $2,040 | $4,118-50.5% | $5,053-59.6% | $4,296-52.5% |
| Admin fee / account holder | $12,170 | $8,049+51.2% | $9,451+28.8% | $6,918+75.9% |