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 | $63,423 | $65,395-3.0% | $182,532-65.3% | $72,985-13.1% |
| Participation rate | 71.9% | 65.4%+6.4pp | 78.0%-6.1pp | 69.5%+2.4pp |
| Annual return | 19.88% | 27.68%-7.8pp | 148.54%-128.7pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,646 | $1,911-13.9% | $4,076-59.6% | $2,440-32.5% |
| Participant deferral / active EE | $3,393 | $3,563-4.8% | $5,524-38.6% | $3,607-5.9% |
| Admin fee / account holder | $6,307 | $4,245+48.6% | $8,592-26.6% | $5,124+23.1% |