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 | $68,410 | $112,729-39.3% | $98,716-30.7% | $137,256-50.2% |
| Participation rate | 87.0% | 74.2%+12.7pp | 69.3%+17.7pp | 80.0%+7.0pp |
| Annual return | 15.19% | 38.48%-23.3pp | 31.81%-16.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,091 | $2,725-23.3% | $2,279-8.2% | $4,156-49.7% |
| Participant deferral / active EE | $4,676 | $4,640+0.8% | $4,048+15.5% | $6,407-27.0% |
| Admin fee / account holder | $5,100 | $10,129-49.6% | $8,703-41.4% | $12,270-58.4% |