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 | $67,945 | $72,277-6.0% | $101,248-32.9% | $79,858-14.9% |
| Participation rate | 80.8% | 68.5%+12.3pp | 75.8%+5.0pp | 69.6%+11.1pp |
| Annual return | 21.03% | 22.30%-1.3pp | 46.47%-25.4pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,409 | $2,692-10.5% | $3,660-34.2% | $2,471-2.5% |
| Participant deferral / active EE | $4,040 | $3,282+23.1% | $4,370-7.5% | $3,740+8.0% |
| Admin fee / account holder | $7,560 | $4,400+71.8% | $5,945+27.2% | $5,306+42.5% |