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 | $78,659 | $86,929-9.5% | $102,423-23.2% | $80,856-2.7% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 11.33% | 18.88%-7.6pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,113 | $2,369+31.4% | $3,023+3.0% | $2,755+13.0% |
| Participant deferral / active EE | $4,203 | $4,118+2.0% | $5,053-16.8% | $4,296-2.2% |
| Admin fee / account holder | $4,048 | $8,049-49.7% | $9,451-57.2% | $6,918-41.5% |