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 | $69,062 | $72,492-4.7% | $87,100-20.7% | $72,985-5.4% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | 26.24% | 24.46%+1.8pp | 28.19%-1.9pp | 81.00%-54.8pp |
| Employer contribution / active EE | $458 | $1,894-75.8% | $2,521-81.8% | $2,440-81.2% |
| Participant deferral / active EE | $3,685 | $3,270+12.7% | $4,049-9.0% | $3,607+2.2% |
| Admin fee / account holder | $4,328 | $5,055-14.4% | $7,497-42.3% | $5,124-15.5% |