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 | $65,384 | $76,367-14.4% | $93,606-30.1% | $72,985-10.4% |
| Participation rate | 96.6% | 71.7%+24.9pp | 75.8%+20.8pp | 69.5%+27.1pp |
| Annual return | 16.54% | 25.82%-9.3pp | 32.76%-16.2pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,781 | $2,275-21.7% | $2,718-34.5% | $2,440-27.0% |
| Participant deferral / active EE | $3,111 | $3,538-12.1% | $4,069-23.5% | $3,607-13.8% |
| Admin fee / account holder | $1,939 | $6,838-71.6% | $7,888-75.4% | $5,124-62.2% |