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 | $69,590 | $78,422-11.3% | $95,952-27.5% | $79,858-12.9% |
| Participation rate | 87.2% | 73.5%+13.7pp | 77.1%+10.1pp | 69.6%+17.5pp |
| Annual return | 13.16% | 19.37%-6.2pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,496 | $1,945+28.3% | $2,541-1.8% | $2,471+1.0% |
| Participant deferral / active EE | $6,544 | $3,440+90.3% | $4,167+57.1% | $3,740+75.0% |
| Admin fee / account holder | $2,789 | $5,622-50.4% | $6,795-59.0% | $5,306-47.4% |