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 | $64,360 | $127,065-49.3% | $113,168-43.1% | $142,382-54.8% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 17.82% | 24.03%-6.2pp | 24.27%-6.4pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,447 | $3,442+0.1% | $2,975+15.9% | $4,299-19.8% |
| Participant deferral / active EE | $6,413 | $5,716+12.2% | $5,107+25.6% | $6,507-1.4% |
| Admin fee / account holder | $14,114 | $15,736-10.3% | $12,068+17.0% | $12,624+11.8% |