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 | $61,610 | $67,411-8.6% | $91,001-32.3% | $70,131-12.1% |
| Participation rate | 87.2% | 71.4%+15.9pp | 75.6%+11.6pp | 69.5%+17.7pp |
| Annual return | 15.56% | -40.16%+55.7pp | 4.60%+11.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,478 | $1,786-17.2% | $2,456-39.8% | $2,342-36.9% |
| Participant deferral / active EE | $2,136 | $2,823-24.3% | $3,547-39.8% | $3,332-35.9% |
| Admin fee / account holder | $2,647 | $4,236-37.5% | $5,417-51.1% | $4,645-43.0% |