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 | $58,892 | $65,395-9.9% | $182,532-67.7% | $72,985-19.3% |
| Participation rate | 82.1% | 65.4%+16.7pp | 78.0%+4.2pp | 69.5%+12.7pp |
| Annual return | 23.49% | 27.68%-4.2pp | 148.54%-125.0pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,157 | $1,911+12.9% | $4,076-47.1% | $2,440-11.6% |
| Participant deferral / active EE | $4,113 | $3,563+15.5% | $5,524-25.5% | $3,607+14.0% |
| Admin fee / account holder | $4,018 | $4,245-5.3% | $8,592-53.2% | $5,124-21.6% |