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 | $62,023 | $80,968-23.4% | $96,544-35.8% | $75,163-17.5% |
| Participation rate | 96.0% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 17.66% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,585 | $2,282+13.3% | $2,965-12.8% | $2,670-3.2% |
| Participant deferral / active EE | $7,391 | $3,928+88.2% | $4,851+52.4% | $4,125+79.2% |
| Admin fee / account holder | $1,884 | $6,724-72.0% | $8,252-77.2% | $5,651-66.7% |