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 | $73,877 | $81,460-9.3% | $103,333-28.5% | $80,856-8.6% |
| Participation rate | 78.4% | 66.8%+11.5pp | 74.5%+3.9pp | 67.6%+10.7pp |
| Annual return | 16.19% | 25.55%-9.4pp | 24.88%-8.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,651 | $3,105-46.8% | $3,868-57.3% | $2,755-40.1% |
| Participant deferral / active EE | $4,269 | $3,869+10.4% | $5,057-15.6% | $4,296-0.6% |
| Admin fee / account holder | $1,713 | $6,566-73.9% | $8,355-79.5% | $6,918-75.2% |