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 | $68,725 | $72,277-4.9% | $101,248-32.1% | $79,858-13.9% |
| Participation rate | 87.5% | 68.5%+19.0pp | 75.8%+11.7pp | 69.6%+17.9pp |
| Annual return | 22.11% | 22.30%-0.2pp | 46.47%-24.4pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,202 | $2,692-55.3% | $3,660-67.2% | $2,471-51.4% |
| Participant deferral / active EE | $3,385 | $3,282+3.2% | $4,370-22.5% | $3,740-9.5% |
| Admin fee / account holder | $947 | $4,400-78.5% | $5,945-84.1% | $5,306-82.1% |