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 | $60,713 | $72,492-16.2% | $87,100-30.3% | $72,985-16.8% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 19.85% | 24.46%-4.6pp | 28.19%-8.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,979 | $1,894+4.5% | $2,521-21.5% | $2,440-18.9% |
| Participant deferral / active EE | $3,889 | $3,270+19.0% | $4,049-3.9% | $3,607+7.8% |
| Admin fee / account holder | $5,428 | $5,055+7.4% | $7,497-27.6% | $5,124+5.9% |