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 | $62,698 | $72,492-13.5% | $87,100-28.0% | $72,985-14.1% |
| Participation rate | 83.1% | 72.8%+10.3pp | 76.9%+6.3pp | 69.5%+13.6pp |
| Annual return | 21.64% | 24.46%-2.8pp | 28.19%-6.5pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,089 | $1,894-42.5% | $2,521-56.8% | $2,440-55.4% |
| Participant deferral / active EE | $2,542 | $3,270-22.3% | $4,049-37.2% | $3,607-29.5% |
| Admin fee / account holder | $1,995 | $5,055-60.5% | $7,497-73.4% | $5,124-61.1% |