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 | $73,019 | $67,606+8.0% | $82,313-11.3% | $70,131+4.1% |
| Participation rate | 72.7% | 72.8%0pp | 76.9%-4.2pp | 69.5%+3.2pp |
| Annual return | 13.36% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $650 | $1,755-62.9% | $2,428-73.2% | $2,342-72.2% |
| Participant deferral / active EE | $2,359 | $2,987-21.0% | $3,706-36.4% | $3,332-29.2% |
| Admin fee / account holder | $3,409 | $4,512-24.4% | $5,608-39.2% | $4,645-26.6% |