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 | $69,481 | $89,753-22.6% | $107,525-35.4% | $84,808-18.1% |
| Participation rate | 90.3% | 68.1%+22.3pp | 75.1%+15.2pp | 68.3%+22.0pp |
| Annual return | 13.96% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,870 | $3,113-39.9% | $3,754-50.2% | $2,631-28.9% |
| Participant deferral / active EE | $4,042 | $4,056-0.4% | $5,116-21.0% | $4,212-4.0% |
| Admin fee / account holder | $3,552 | $7,222-50.8% | $8,919-60.2% | $7,344-51.6% |