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 | $70,167 | $76,407-8.2% | $150,298-53.3% | $82,448-14.9% |
| Participation rate | 92.7% | 66.4%+26.3pp | 77.8%+14.9pp | 68.1%+24.6pp |
| Annual return | 13.35% | 39.99%-26.6pp | 62.79%-49.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,808 | $2,614-30.8% | $4,154-56.5% | $2,551-29.1% |
| Participant deferral / active EE | $3,323 | $3,214+3.4% | $5,453-39.1% | $4,139-19.7% |
| Admin fee / account holder | $9,013 | $6,352+41.9% | $14,116-36.2% | $7,234+24.6% |