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 | $74,299 | $74,927-0.8% | $101,794-27.0% | $84,808-12.4% |
| Participation rate | 70.4% | 61.4%+9.0pp | 69.2%+1.2pp | 68.3%+2.1pp |
| Annual return | 19.06% | 18.70%+0.4pp | 30.53%-11.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,522 | $1,522+65.7% | $2,289+10.2% | $2,631-4.2% |
| Participant deferral / active EE | $3,372 | $3,099+8.8% | $4,084-17.4% | $4,212-19.9% |
| Admin fee / account holder | $1,162 | $6,514-82.2% | $8,777-86.8% | $7,344-84.2% |