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 9-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 | $65,677 | $60,892+7.9% | $82,389-20.3% | $84,808-22.6% |
| Participation rate | 89.7% | 63.3%+26.4pp | 69.5%+20.1pp | 68.3%+21.3pp |
| Annual return | 17.09% | 37.29%-20.2pp | 28.67%-11.6pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,938 | $1,779+8.9% | $2,517-23.0% | $2,631-26.3% |
| Participant deferral / active EE | $3,150 | $3,179-0.9% | $4,155-24.2% | $4,212-25.2% |
| Admin fee / account holder | $2,133 | $5,467-61.0% | $7,231-70.5% | $7,344-71.0% |