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 | $72,915 | $73,787-1.2% | $98,716-26.1% | $82,448-11.6% |
| Participation rate | 86.3% | 61.4%+24.9pp | 69.3%+17.0pp | 68.1%+18.2pp |
| Annual return | 14.76% | 18.57%-3.8pp | 31.81%-17.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,174 | $1,511+43.8% | $2,279-4.6% | $2,551-14.8% |
| Participant deferral / active EE | $4,424 | $3,081+43.6% | $4,048+9.3% | $4,139+6.9% |
| Admin fee / account holder | $7,790 | $6,500+19.8% | $8,703-10.5% | $7,234+7.7% |