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 | $70,606 | $72,012-2.0% | $185,823-62.0% | $79,858-11.6% |
| Participation rate | 80.2% | 65.8%+14.5pp | 78.0%+2.2pp | 69.6%+10.6pp |
| Annual return | 14.53% | 23.12%-8.6pp | 35.95%-21.4pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,127 | $1,965+8.3% | $4,087-48.0% | $2,471-13.9% |
| Participant deferral / active EE | $5,585 | $3,779+47.8% | $5,632-0.8% | $3,740+49.3% |
| Admin fee / account holder | $2,980 | $4,513-34.0% | $9,500-68.6% | $5,306-43.8% |