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 | $67,069 | $78,520-14.6% | $96,576-30.6% | $82,448-18.7% |
| Participation rate | 98.7% | 77.7%+21.0pp | 81.4%+17.3pp | 68.1%+30.6pp |
| Annual return | 15.04% | 41.30%-26.3pp | 38.47%-23.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,458 | $2,630+31.5% | $3,553-2.7% | $2,551+35.6% |
| Participant deferral / active EE | $6,372 | $6,754-5.7% | $7,956-19.9% | $4,139+53.9% |
| Admin fee / account holder | $1,993 | $13,455-85.2% | $11,381-82.5% | $7,234-72.5% |