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 | $71,613 | $80,717-11.3% | $154,803-53.7% | $84,808-15.6% |
| Participation rate | 94.0% | 66.8%+27.2pp | 78.1%+16.0pp | 68.3%+25.7pp |
| Annual return | 15.23% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,275 | $2,761-53.8% | $4,305-70.4% | $2,631-51.5% |
| Participant deferral / active EE | $7,577 | $3,303+129.4% | $5,540+36.8% | $4,212+79.9% |
| Admin fee / account holder | $3,073 | $6,746-54.4% | $14,329-78.6% | $7,344-58.2% |