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 | $61,313 | $72,492-15.4% | $87,100-29.6% | $72,985-16.0% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.8pp | 69.5%+28.1pp |
| Annual return | 24.65% | 24.46%+0.2pp | 28.19%-3.5pp | 81.00%-56.4pp |
| Employer contribution / active EE | $4,302 | $1,894+127.1% | $2,521+70.6% | $2,440+76.3% |
| Participant deferral / active EE | $6,257 | $3,270+91.4% | $4,049+54.6% | $3,607+73.5% |
| Admin fee / account holder | $3,862 | $5,055-23.6% | $7,497-48.5% | $5,124-24.6% |