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 | $75,312 | $101,724-26.0% | $164,813-54.3% | $80,856-6.9% |
| Participation rate | 89.7% | 71.8%+17.9pp | 78.6%+11.1pp | 67.6%+22.1pp |
| Annual return | 13.72% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,299 | $2,953-56.0% | $4,341-70.1% | $2,755-52.9% |
| Participant deferral / active EE | $3,530 | $4,477-21.2% | $6,031-41.5% | $4,296-17.8% |
| Admin fee / account holder | $22,269 | $8,227+170.7% | $12,690+75.5% | $6,918+221.9% |