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 | $69,661 | $72,277-3.6% | $101,248-31.2% | $79,858-12.8% |
| Participation rate | 96.7% | 68.5%+28.3pp | 75.8%+20.9pp | 69.6%+27.1pp |
| Annual return | 14.54% | 22.30%-7.8pp | 46.47%-31.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,878 | $2,692-30.2% | $3,660-48.7% | $2,471-24.0% |
| Participant deferral / active EE | $3,536 | $3,282+7.8% | $4,370-19.1% | $3,740-5.5% |
| Admin fee / account holder | $4,176 | $4,400-5.1% | $5,945-29.8% | $5,306-21.3% |