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 | $66,753 | $74,927-10.9% | $101,794-34.4% | $84,808-21.3% |
| Participation rate | 90.4% | 61.4%+29.0pp | 69.2%+21.2pp | 68.3%+22.1pp |
| Annual return | 13.94% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,001 | $1,522-34.2% | $2,289-56.2% | $2,631-61.9% |
| Participant deferral / active EE | $2,968 | $3,099-4.2% | $4,084-27.3% | $4,212-29.5% |
| Admin fee / account holder | $1,103 | $6,514-83.1% | $8,777-87.4% | $7,344-85.0% |