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 | $67,320 | $80,968-16.9% | $96,544-30.3% | $75,163-10.4% |
| Participation rate | 84.1% | 71.8%+12.3pp | 76.0%+8.1pp | 67.2%+16.9pp |
| Annual return | 17.40% | 27.06%-9.7pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,224 | $2,282-46.3% | $2,965-58.7% | $2,670-54.1% |
| Participant deferral / active EE | $5,199 | $3,928+32.4% | $4,851+7.2% | $4,125+26.0% |
| Admin fee / account holder | $4,262 | $6,724-36.6% | $8,252-48.4% | $5,651-24.6% |