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 | $77,774 | $127,065-38.8% | $113,168-31.3% | $142,382-45.4% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 14.09% | 24.03%-9.9pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,278 | $3,442-62.9% | $2,975-57.1% | $4,299-70.3% |
| Participant deferral / active EE | $2,696 | $5,716-52.8% | $5,107-47.2% | $6,507-58.6% |
| Admin fee / account holder | $6,052 | $15,736-61.5% | $12,068-49.8% | $12,624-52.1% |