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 | $59,251 | $77,899-23.9% | $149,673-60.4% | $75,163-21.2% |
| Participation rate | 76.4% | 65.6%+10.8pp | 78.8%-2.4pp | 67.2%+9.2pp |
| Annual return | 18.15% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,354 | $3,137-25.0% | $4,818-51.1% | $2,670-11.8% |
| Participant deferral / active EE | $3,678 | $3,411+7.8% | $5,680-35.2% | $4,125-10.8% |
| Admin fee / account holder | $6,156 | $5,956+3.4% | $13,210-53.4% | $5,651+8.9% |