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 | $54,982 | $55,706-1.3% | $75,886-27.5% | $72,985-24.7% |
| Participation rate | 77.1% | 61.1%+16.0pp | 69.3%+7.8pp | 69.5%+7.6pp |
| Annual return | 26.60% | 27.59%-1.0pp | 30.76%-4.2pp | 81.00%-54.4pp |
| Employer contribution / active EE | $1,165 | $1,687-30.9% | $2,500-53.4% | $2,440-52.3% |
| Participant deferral / active EE | $3,535 | $2,634+34.2% | $3,603-1.9% | $3,607-2.0% |
| Admin fee / account holder | $806 | $3,978-79.7% | $5,418-85.1% | $5,124-84.3% |