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 | $68,777 | $86,929-20.9% | $102,423-32.8% | $80,856-14.9% |
| Participation rate | 87.3% | 72.4%+14.9pp | 76.5%+10.8pp | 67.6%+19.7pp |
| Annual return | 11.89% | 18.88%-7.0pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,310 | $2,369-44.7% | $3,023-56.7% | $2,755-52.5% |
| Participant deferral / active EE | $5,076 | $4,118+23.2% | $5,053+0.5% | $4,296+18.2% |
| Admin fee / account holder | $11,051 | $8,049+37.3% | $9,451+16.9% | $6,918+59.7% |