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 | $73,977 | $80,717-8.4% | $154,803-52.2% | $84,808-12.8% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 14.24% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,092 | $2,761-24.3% | $4,305-51.4% | $2,631-20.5% |
| Participant deferral / active EE | $4,261 | $3,303+29.0% | $5,540-23.1% | $4,212+1.2% |
| Admin fee / account holder | $9,547 | $6,746+41.5% | $14,329-33.4% | $7,344+30.0% |