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 | $74,575 | $101,724-26.7% | $164,813-54.8% | $80,856-7.8% |
| Participation rate | 93.8% | 71.8%+22.0pp | 78.6%+15.2pp | 67.6%+26.2pp |
| Annual return | 17.38% | 16.72%+0.7pp | 69.93%-52.6pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,958 | $2,953-33.7% | $4,341-54.9% | $2,755-28.9% |
| Participant deferral / active EE | $2,998 | $4,477-33.0% | $6,031-50.3% | $4,296-30.2% |
| Admin fee / account holder | $3,261 | $8,227-60.4% | $12,690-74.3% | $6,918-52.9% |