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 | $62,318 | $55,706+11.9% | $75,886-17.9% | $72,985-14.6% |
| Participation rate | 95.7% | 61.1%+34.5pp | 69.3%+26.4pp | 69.5%+26.2pp |
| Annual return | 18.39% | 27.59%-9.2pp | 30.76%-12.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,197 | $1,687-29.0% | $2,500-52.1% | $2,440-50.9% |
| Participant deferral / active EE | $3,186 | $2,634+21.0% | $3,603-11.6% | $3,607-11.7% |
| Admin fee / account holder | $3,681 | $3,978-7.5% | $5,418-32.1% | $5,124-28.2% |