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 | $66,788 | $76,367-12.5% | $93,606-28.6% | $72,985-8.5% |
| Participation rate | 95.0% | 71.7%+23.3pp | 75.8%+19.2pp | 69.5%+25.5pp |
| Annual return | 16.83% | 25.82%-9.0pp | 32.76%-15.9pp | 81.00%-64.2pp |
| Employer contribution / active EE | $3,262 | $2,275+43.4% | $2,718+20.0% | $2,440+33.7% |
| Participant deferral / active EE | $1,415 | $3,538-60.0% | $4,069-65.2% | $3,607-60.8% |
| Admin fee / account holder | $5,945 | $6,838-13.1% | $7,888-24.6% | $5,124+16.0% |