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 | $67,014 | $109,413-38.8% | $156,263-57.1% | $84,808-21.0% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.6pp | 68.3%+28.2pp |
| Annual return | 17.16% | 20.18%-3.0pp | 59.47%-42.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,205 | $2,907-58.5% | $4,333-72.2% | $2,631-54.2% |
| Participant deferral / active EE | $5,459 | $4,590+18.9% | $6,158-11.4% | $4,212+29.6% |
| Admin fee / account holder | $5,092 | $9,357-45.6% | $14,255-64.3% | $7,344-30.7% |