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 | $64,071 | $138,347-53.7% | $184,203-65.2% | $80,856-20.8% |
| Participation rate | 93.0% | 83.9%+9.2pp | 86.8%+6.2pp | 67.6%+25.4pp |
| Annual return | 13.55% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,733 | $4,850-64.3% | $6,427-73.0% | $2,755-37.1% |
| Participant deferral / active EE | $4,367 | $7,071-38.2% | $9,131-52.2% | $4,296+1.7% |
| Admin fee / account holder | $19,430 | $10,483+85.3% | $13,901+39.8% | $6,918+180.9% |