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 | $54,434 | $72,492-24.9% | $87,100-37.5% | $72,985-25.4% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.9%+10.9pp | 69.5%+18.2pp |
| Annual return | 24.15% | 24.46%-0.3pp | 28.19%-4.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,032 | $1,894+7.3% | $2,521-19.4% | $2,440-16.7% |
| Participant deferral / active EE | $3,879 | $3,270+18.7% | $4,049-4.2% | $3,607+7.5% |
| Admin fee / account holder | $13,054 | $5,055+158.2% | $7,497+74.1% | $5,124+154.7% |