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 | $61,395 | $101,724-39.6% | $164,813-62.7% | $80,856-24.1% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 13.93% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,760 | $2,953-40.4% | $4,341-59.5% | $2,755-36.1% |
| Participant deferral / active EE | $4,397 | $4,477-1.8% | $6,031-27.1% | $4,296+2.4% |
| Admin fee / account holder | $53,114 | $8,227+545.6% | $12,690+318.6% | $6,918+667.8% |