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 | $76,020 | $80,968-6.1% | $96,544-21.3% | $75,163+1.1% |
| Participation rate | 77.0% | 71.8%+5.3pp | 76.0%+1.1pp | 67.2%+9.8pp |
| Annual return | 17.09% | 27.06%-10.0pp | 25.84%-8.8pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,470 | $2,282-35.6% | $2,965-50.4% | $2,670-45.0% |
| Participant deferral / active EE | $2,762 | $3,928-29.7% | $4,851-43.1% | $4,125-33.0% |
| Admin fee / account holder | $8,894 | $6,724+32.3% | $8,252+7.8% | $5,651+57.4% |