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 | $63,638 | $148,978-57.3% | $200,582-68.3% | $84,808-25.0% |
| Participation rate | 94.3% | 84.2%+10.1pp | 86.9%+7.5pp | 68.3%+26.0pp |
| Annual return | 20.26% | 28.16%-7.9pp | 42.33%-22.1pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,270 | $4,815-52.8% | $6,419-64.6% | $2,631-13.7% |
| Participant deferral / active EE | $3,797 | $7,142-46.8% | $9,331-59.3% | $4,212-9.8% |
| Admin fee / account holder | $999 | $13,977-92.9% | $16,305-93.9% | $7,344-86.4% |