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 | $64,761 | $72,492-10.7% | $87,100-25.6% | $72,985-11.3% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 23.28% | 24.46%-1.2pp | 28.19%-4.9pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,827 | $1,894-3.5% | $2,521-27.5% | $2,440-25.1% |
| Participant deferral / active EE | $4,311 | $3,270+31.8% | $4,049+6.5% | $3,607+19.5% |
| Admin fee / account holder | $3,152 | $5,055-37.6% | $7,497-57.9% | $5,124-38.5% |