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 | $72,708 | $76,552-5.0% | $123,892-41.3% | $62,891+15.6% |
| Participation rate | 92.3% | 73.0%+19.3pp | 81.4%+10.9pp | 69.3%+23.0pp |
| Annual return | 7.13% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,317 | $2,883-54.3% | $4,617-71.5% | $2,281-42.3% |
| Participant deferral / active EE | $10,902 | $4,840+125.3% | $5,984+82.2% | $3,203+240.4% |
| Admin fee / account holder | $2,857 | $4,826-40.8% | $8,357-65.8% | $4,296-33.5% |