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 | $69,806 | $72,492-3.7% | $87,100-19.9% | $72,985-4.4% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 25.85% | 24.46%+1.4pp | 28.19%-2.3pp | 81.00%-55.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,528 | $3,270+7.9% | $4,049-12.8% | $3,607-2.2% |
| Admin fee / account holder | $4,400 | $5,055-13.0% | $7,497-41.3% | $5,124-14.1% |