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 | $40,451 | $94,031-57.0% | $115,768-65.1% | $82,448-50.9% |
| Participation rate | 90.1% | 70.4%+19.7pp | 74.4%+15.7pp | 68.1%+22.1pp |
| Annual return | 17.06% | 20.61%-3.5pp | 100.46%-83.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $983 | $2,323-57.7% | $2,940-66.6% | $2,551-61.5% |
| Participant deferral / active EE | $4,894 | $3,972+23.2% | $4,917-0.5% | $4,139+18.2% |
| Admin fee / account holder | $1,882 | $10,249-81.6% | $12,439-84.9% | $7,234-74.0% |