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 | $68,665 | $109,359-37.2% | $162,163-57.7% | $72,985-5.9% |
| Participation rate | 96.0% | 84.3%+11.7pp | 87.6%+8.4pp | 69.5%+26.5pp |
| Annual return | 21.21% | 25.46%-4.2pp | 115.59%-94.4pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,365 | $3,907-39.5% | $5,614-57.9% | $2,440-3.1% |
| Participant deferral / active EE | $3,514 | $5,481-35.9% | $7,298-51.8% | $3,607-2.6% |
| Admin fee / account holder | $2,313 | $7,972-71.0% | $10,843-78.7% | $5,124-54.9% |