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 | $73,629 | $114,381-35.6% | $107,525-31.5% | $142,382-48.3% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 17.30% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,988 | $4,015-25.6% | $3,754-20.4% | $4,299-30.5% |
| Participant deferral / active EE | $8,311 | $5,564+49.4% | $5,116+62.5% | $6,507+27.7% |
| Admin fee / account holder | $4,768 | $9,860-51.6% | $8,919-46.5% | $12,624-62.2% |