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 | $73,223 | $79,428-7.8% | $106,548-31.3% | $79,386-7.8% |
| Participation rate | 98.0% | 74.1%+23.9pp | 76.1%+21.9pp | 70.7%+27.3pp |
| Annual return | 18.12% | 18.27%-0.2pp | 26.80%-8.7pp | 116.85%-98.7pp |
| Employer contribution / active EE | $1,220 | $2,234-45.4% | $2,819-56.7% | $2,427-49.7% |
| Participant deferral / active EE | $3,261 | $3,823-14.7% | $4,398-25.8% | $4,046-19.4% |
| Admin fee / account holder | $2,979 | $523+469.5% | $7,407-59.8% | $626+375.5% |