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 | $68,993 | $73,787-6.5% | $98,716-30.1% | $82,448-16.3% |
| Participation rate | 98.6% | 61.4%+37.1pp | 69.3%+29.3pp | 68.1%+30.5pp |
| Annual return | 14.96% | 18.57%-3.6pp | 31.81%-16.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,200 | $1,511-20.6% | $2,279-47.4% | $2,551-53.0% |
| Participant deferral / active EE | $6,161 | $3,081+100.0% | $4,048+52.2% | $4,139+48.8% |
| Admin fee / account holder | $27,957 | $6,500+330.1% | $8,703+221.2% | $7,234+286.4% |