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 | $56,237 | $59,443-5.4% | $70,164-19.9% | $75,163-25.2% |
| Participation rate | 88.9% | 71.6%+17.3pp | 78.8%+10.0pp | 67.2%+21.7pp |
| Annual return | 16.99% | 18.53%-1.5pp | 18.87%-1.9pp | 160.62%-143.6pp |
| Employer contribution / active EE | $6,319 | $3,306+91.2% | $4,287+47.4% | $2,670+136.7% |
| Participant deferral / active EE | $7,607 | $3,653+108.3% | $5,395+41.0% | $4,125+84.4% |
| Admin fee / account holder | $2,918 | $4,397-33.7% | $4,561-36.0% | $5,651-48.4% |