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 | $70,230 | $72,492-3.1% | $87,100-19.4% | $72,985-3.8% |
| Participation rate | 90.7% | 72.8%+17.9pp | 76.9%+13.8pp | 69.5%+21.2pp |
| Annual return | 16.97% | 24.46%-7.5pp | 28.19%-11.2pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,934 | $1,894+2.1% | $2,521-23.3% | $2,440-20.7% |
| Participant deferral / active EE | $4,063 | $3,270+24.3% | $4,049+0.4% | $3,607+12.6% |
| Admin fee / account holder | $791 | $5,055-84.4% | $7,497-89.5% | $5,124-84.6% |