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 | $74,421 | $138,347-46.2% | $184,203-59.6% | $80,856-8.0% |
| Participation rate | 90.6% | 83.9%+6.8pp | 86.8%+3.8pp | 67.6%+23.0pp |
| Annual return | 12.31% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,120 | $4,850-56.3% | $6,427-67.0% | $2,755-23.0% |
| Participant deferral / active EE | $4,307 | $7,071-39.1% | $9,131-52.8% | $4,296+0.3% |
| Admin fee / account holder | $6,601 | $10,483-37.0% | $13,901-52.5% | $6,918-4.6% |