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 | $80,315 | $138,347-41.9% | $184,203-56.4% | $80,856-0.7% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 17.54% | 20.02%-2.5pp | 28.81%-11.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $4,370 | $4,850-9.9% | $6,427-32.0% | $2,755+58.6% |
| Participant deferral / active EE | $8,047 | $7,071+13.8% | $9,131-11.9% | $4,296+87.3% |
| Admin fee / account holder | $820 | $10,483-92.2% | $13,901-94.1% | $6,918-88.1% |