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 | $66,341 | $69,515-4.6% | $86,874-23.6% | $85,850-22.7% |
| Participation rate | 76.9% | 66.3%+10.6pp | 71.6%+5.3pp | 69.3%+7.6pp |
| Annual return | 18.12% | 20.12%-2.0pp | 63.52%-45.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $1,834 | $1,880-2.5% | $2,495-26.5% | $2,565-28.5% |
| Participant deferral / active EE | $3,301 | $2,919+13.1% | $3,699-10.8% | $3,952-16.5% |
| Admin fee / account holder | $4,802 | $5,972-19.6% | $5,828-17.6% | $6,260-23.3% |