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 | $59,175 | $80,968-26.9% | $96,544-38.7% | $75,163-21.3% |
| Participation rate | 95.9% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 20.62% | 27.06%-6.4pp | 25.84%-5.2pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,795 | $2,282-21.3% | $2,965-39.5% | $2,670-32.8% |
| Participant deferral / active EE | $5,987 | $3,928+52.4% | $4,851+23.4% | $4,125+45.1% |
| Admin fee / account holder | $2,664 | $6,724-60.4% | $8,252-67.7% | $5,651-52.9% |