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 | $65,694 | $72,492-9.4% | $87,100-24.6% | $72,985-10.0% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.4pp |
| Annual return | 16.77% | 24.46%-7.7pp | 28.19%-11.4pp | 81.00%-64.2pp |
| Employer contribution / active EE | $3,571 | $1,894+88.6% | $2,521+41.6% | $2,440+46.4% |
| Participant deferral / active EE | $2,725 | $3,270-16.7% | $4,049-32.7% | $3,607-24.5% |
| Admin fee / account holder | $2,790 | $5,055-44.8% | $7,497-62.8% | $5,124-45.6% |