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 | $67,071 | $80,968-17.2% | $96,544-30.5% | $75,163-10.8% |
| Participation rate | 95.8% | 71.8%+24.0pp | 76.0%+19.8pp | 67.2%+28.6pp |
| Annual return | 21.13% | 27.06%-5.9pp | 25.84%-4.7pp | 160.62%-139.5pp |
| Employer contribution / active EE | $2,943 | $2,282+29.0% | $2,965-0.7% | $2,670+10.2% |
| Participant deferral / active EE | $5,582 | $3,928+42.1% | $4,851+15.1% | $4,125+35.3% |
| Admin fee / account holder | $2,530 | $6,724-62.4% | $8,252-69.3% | $5,651-55.2% |