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 | $70,120 | $80,717-13.1% | $154,803-54.7% | $84,808-17.3% |
| Participation rate | 84.8% | 66.8%+18.0pp | 78.1%+6.8pp | 68.3%+16.5pp |
| Annual return | 16.69% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,027 | $2,761-26.6% | $4,305-52.9% | $2,631-22.9% |
| Participant deferral / active EE | $4,061 | $3,303+23.0% | $5,540-26.7% | $4,212-3.6% |
| Admin fee / account holder | $7,243 | $6,746+7.4% | $14,329-49.5% | $7,344-1.4% |