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 | $76,407-6.3% | $150,298-52.4% | $82,448-13.1% |
| Participation rate | 94.0% | 66.4%+27.7pp | 77.8%+16.3pp | 68.1%+26.0pp |
| Annual return | 15.23% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,275 | $2,614-51.2% | $4,154-69.3% | $2,551-50.0% |
| Participant deferral / active EE | $7,577 | $3,214+135.7% | $5,453+39.0% | $4,139+83.1% |
| Admin fee / account holder | $3,073 | $6,352-51.6% | $14,116-78.2% | $7,234-57.5% |