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 | $75,238 | $124,281-39.5% | $109,143-31.1% | $167,490-55.1% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 11.27% | 26.04%-14.8pp | 25.75%-14.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,605 | $4,207-38.1% | $3,722-30.0% | $4,837-46.2% |
| Participant deferral / active EE | $6,819 | $5,255+29.8% | $4,653+46.6% | $6,341+7.5% |
| Admin fee / account holder | $3,601 | $7,970-54.8% | $6,752-46.7% | $12,309-70.7% |