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 | $67,056 | $80,968-17.2% | $96,544-30.5% | $75,163-10.8% |
| Participation rate | 78.5% | 71.8%+6.7pp | 76.0%+2.5pp | 67.2%+11.3pp |
| Annual return | 13.75% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,639 | $2,282+15.7% | $2,965-11.0% | $2,670-1.1% |
| Participant deferral / active EE | $2,656 | $3,928-32.4% | $4,851-45.2% | $4,125-35.6% |
| Admin fee / account holder | $11,472 | $6,724+70.6% | $8,252+39.0% | $5,651+103.0% |