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 | $62,943 | $80,968-22.3% | $96,544-34.8% | $75,163-16.3% |
| Participation rate | 95.1% | 71.8%+23.3pp | 76.0%+19.1pp | 67.2%+27.9pp |
| Annual return | 18.91% | 27.06%-8.2pp | 25.84%-6.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,781 | $2,282+21.9% | $2,965-6.2% | $2,670+4.2% |
| Participant deferral / active EE | $4,671 | $3,928+18.9% | $4,851-3.7% | $4,125+13.2% |
| Admin fee / account holder | $3,674 | $6,724-45.4% | $8,252-55.5% | $5,651-35.0% |