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 | $69,758 | $79,944-12.7% | $98,439-29.1% | $75,163-7.2% |
| Participation rate | 90.7% | 70.4%+20.4pp | 75.2%+15.6pp | 67.2%+23.5pp |
| Annual return | 16.87% | 19.75%-2.9pp | 21.16%-4.3pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,128 | $2,264-6.0% | $3,048-30.2% | $2,670-20.3% |
| Participant deferral / active EE | $3,455 | $3,752-7.9% | $4,738-27.1% | $4,125-16.2% |
| Admin fee / account holder | $2,026 | $6,840-70.4% | $8,948-77.4% | $5,651-64.2% |