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 | $72,912 | $78,422-7.0% | $95,952-24.0% | $79,858-8.7% |
| Participation rate | 88.1% | 73.5%+14.6pp | 77.1%+11.0pp | 69.6%+18.5pp |
| Annual return | 11.94% | 19.37%-7.4pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,072 | $1,945+6.5% | $2,541-18.4% | $2,471-16.1% |
| Participant deferral / active EE | $4,994 | $3,440+45.2% | $4,167+19.9% | $3,740+33.5% |
| Admin fee / account holder | $5,606 | $5,622-0.3% | $6,795-17.5% | $5,306+5.6% |