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 | $71,875 | $80,968-11.2% | $96,544-25.6% | $75,163-4.4% |
| Participation rate | 89.1% | 71.8%+17.3pp | 76.0%+13.1pp | 67.2%+21.9pp |
| Annual return | 15.68% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,039 | $2,282-10.7% | $2,965-31.2% | $2,670-23.6% |
| Participant deferral / active EE | $3,341 | $3,928-14.9% | $4,851-31.1% | $4,125-19.0% |
| Admin fee / account holder | $5,662 | $6,724-15.8% | $8,252-31.4% | $5,651+0.2% |