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 | $66,155 | $72,277-8.5% | $101,248-34.7% | $79,858-17.2% |
| Participation rate | 91.1% | 68.5%+22.7pp | 75.8%+15.3pp | 69.6%+21.5pp |
| Annual return | 16.61% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,135 | $2,692+16.5% | $3,660-14.3% | $2,471+26.9% |
| Participant deferral / active EE | $3,875 | $3,282+18.1% | $4,370-11.3% | $3,740+3.6% |
| Admin fee / account holder | $2,546 | $4,400-42.1% | $5,945-57.2% | $5,306-52.0% |