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 | $76,407-8.2% | $150,298-53.3% | $82,448-15.0% |
| Participation rate | 84.8% | 66.4%+18.5pp | 77.8%+7.1pp | 68.1%+16.8pp |
| Annual return | 16.69% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,027 | $2,614-22.4% | $4,154-51.2% | $2,551-20.5% |
| Participant deferral / active EE | $4,061 | $3,214+26.4% | $5,453-25.5% | $4,139-1.9% |
| Admin fee / account holder | $7,243 | $6,352+14.0% | $14,116-48.7% | $7,234+0.1% |