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 | $45,512 | $48,076-5.3% | $78,689-42.2% | $62,891-27.6% |
| Participation rate | 93.3% | 65.2%+28.1pp | 73.6%+19.8pp | 69.3%+24.0pp |
| Annual return | 4.86% | 31.35%-26.5pp | 62.18%-57.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,658 | $2,015-17.7% | $2,851-41.8% | $2,281-27.3% |
| Participant deferral / active EE | $3,208 | $2,588+24.0% | $3,517-8.8% | $3,203+0.2% |
| Admin fee / account holder | $8,758 | $3,207+173.1% | $4,510+94.2% | $4,296+103.9% |