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 | $70,814 | $91,190-22.3% | $178,490-60.3% | $79,858-11.3% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 14.10% | 24.19%-10.1pp | 151.07%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,397 | $3,256+4.3% | $5,011-32.2% | $2,471+37.5% |
| Participant deferral / active EE | $3,736 | $3,236+15.4% | $5,202-28.2% | $3,740-0.1% |
| Admin fee / account holder | $2,011 | $6,751-70.2% | $13,984-85.6% | $5,306-62.1% |