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 | $69,070 | $87,733-21.3% | $106,548-35.2% | $85,850-19.5% |
| Participation rate | 88.9% | 71.9%+17.0pp | 76.1%+12.8pp | 69.3%+19.6pp |
| Annual return | 15.31% | 21.86%-6.5pp | 26.80%-11.5pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,793 | $2,073-13.5% | $2,819-36.4% | $2,565-30.1% |
| Participant deferral / active EE | $5,392 | $3,469+55.4% | $4,398+22.6% | $3,952+36.4% |
| Admin fee / account holder | $5,963 | $6,767-11.9% | $7,407-19.5% | $6,260-4.7% |