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 | $69,444 | $67,606+2.7% | $82,313-15.6% | $70,131-1.0% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.9%+20.9pp | 69.5%+28.2pp |
| Annual return | 17.94% | 21.57%-3.6pp | 25.88%-7.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,000 | $1,755-43.0% | $2,428-58.8% | $2,342-57.3% |
| Participant deferral / active EE | $4,330 | $2,987+45.0% | $3,706+16.8% | $3,332+30.0% |
| Admin fee / account holder | $7,883 | $4,512+74.7% | $5,608+40.6% | $4,645+69.7% |