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 | $102,811 | $227,396-54.8% | $442,409-76.8% | $116,875-12.0% |
| Participation rate | 98.8% | 85.7%+13.0pp | 88.0%+10.8pp | 74.5%+24.2pp |
| Annual return | 16.97% | 16.35%+0.6pp | 90.53%-73.6pp | 16.29%+0.7pp |
| Employer contribution / active EE | $3,582 | $5,244-31.7% | $7,697-53.5% | $3,288+8.9% |
| Participant deferral / active EE | $8,129 | $7,352+10.6% | $7,555+7.6% | $3,885+109.2% |
| Admin fee / account holder | $11,352 | $16,310-30.4% | $51,603-78.0% | $12,263-7.4% |