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 | $67,289 | $80,968-16.9% | $96,544-30.3% | $75,163-10.5% |
| Participation rate | 89.3% | 71.8%+17.5pp | 76.0%+13.3pp | 67.2%+22.1pp |
| Annual return | 17.19% | 27.06%-9.9pp | 25.84%-8.7pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,924 | $2,282-15.7% | $2,965-35.1% | $2,670-27.9% |
| Participant deferral / active EE | $5,477 | $3,928+39.4% | $4,851+12.9% | $4,125+32.8% |
| Admin fee / account holder | $3,604 | $6,724-46.4% | $8,252-56.3% | $5,651-36.2% |