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 | $61,241 | $72,492-15.5% | $87,100-29.7% | $72,985-16.1% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 22.54% | 24.46%-1.9pp | 28.19%-5.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,109 | $1,894+11.4% | $2,521-16.4% | $2,440-13.6% |
| Participant deferral / active EE | $3,171 | $3,270-3.0% | $4,049-21.7% | $3,607-12.1% |
| Admin fee / account holder | $713 | $5,055-85.9% | $7,497-90.5% | $5,124-86.1% |