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 | $67,700 | $74,888-9.6% | $71,209-4.9% | $142,382-52.5% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 16.36% | 345.14%-328.8pp | 282.51%-266.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,082 | $2,854+8.0% | $2,721+13.3% | $4,299-28.3% |
| Participant deferral / active EE | $5,979 | $4,454+34.2% | $4,175+43.2% | $6,507-8.1% |
| Admin fee / account holder | $5,134 | $5,568-7.8% | $5,349-4.0% | $12,624-59.3% |