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 | $67,826 | $64,348+5.4% | $90,160-24.8% | $70,131-3.3% |
| Participation rate | 90.3% | 70.4%+19.9pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 20.47% | 28.13%-7.7pp | 34.88%-14.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,218 | $2,046-40.5% | $3,318-63.3% | $2,342-48.0% |
| Participant deferral / active EE | $3,548 | $4,389-19.1% | $5,288-32.9% | $3,332+6.5% |
| Admin fee / account holder | $3,264 | $3,944-17.2% | $5,943-45.1% | $4,645-29.7% |