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 | $67,013 | $90,503-26.0% | $78,689-14.8% | $273,961-75.5% |
| Participation rate | 88.2% | 76.5%+11.7pp | 73.6%+14.7pp | 83.0%+5.2pp |
| Annual return | 8.01% | 75.60%-67.6pp | 62.18%-54.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,520 | $3,176-20.6% | $2,851-11.6% | $4,869-48.2% |
| Participant deferral / active EE | $5,487 | $3,901+40.7% | $3,517+56.0% | $5,287+3.8% |
| Admin fee / account holder | $7,086 | $5,263+34.6% | $4,510+57.1% | $10,132-30.1% |