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 | $69,655 | $93,182-25.2% | $146,665-52.5% | $79,386-12.3% |
| Participation rate | 88.1% | 76.4%+11.7pp | 80.1%+8.0pp | 70.7%+17.4pp |
| Annual return | 17.65% | 21.61%-4.0pp | 22.74%-5.1pp | 116.85%-99.2pp |
| Employer contribution / active EE | $1,641 | $2,420-32.2% | $4,136-60.3% | $2,427-32.4% |
| Participant deferral / active EE | $3,004 | $4,169-28.0% | $5,506-45.4% | $4,046-25.8% |
| Admin fee / account holder | $2,379 | $585+306.7% | $10,280-76.9% | $626+279.8% |