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 | $60,766 | $80,968-25.0% | $96,544-37.1% | $75,163-19.2% |
| Participation rate | 83.8% | 71.8%+12.0pp | 76.0%+7.8pp | 67.2%+16.6pp |
| Annual return | 19.76% | 27.06%-7.3pp | 25.84%-6.1pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,876 | $2,282-17.8% | $2,965-36.7% | $2,670-29.7% |
| Participant deferral / active EE | $5,384 | $3,928+37.1% | $4,851+11.0% | $4,125+30.5% |
| Admin fee / account holder | $21,586 | $6,724+221.0% | $8,252+161.6% | $5,651+282.0% |