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 | $70,433 | $72,277-2.6% | $101,248-30.4% | $79,858-11.8% |
| Participation rate | 81.8% | 68.5%+13.4pp | 75.8%+6.0pp | 69.6%+12.2pp |
| Annual return | 15.22% | 22.30%-7.1pp | 46.47%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,359 | $2,692-12.4% | $3,660-35.5% | $2,471-4.5% |
| Participant deferral / active EE | $3,908 | $3,282+19.1% | $4,370-10.6% | $3,740+4.5% |
| Admin fee / account holder | $1,677 | $4,400-61.9% | $5,945-71.8% | $5,306-68.4% |