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 | $66,753 | $73,787-9.5% | $98,716-32.4% | $82,448-19.0% |
| Participation rate | 90.4% | 61.4%+29.0pp | 69.3%+21.1pp | 68.1%+22.3pp |
| Annual return | 13.94% | 18.57%-4.6pp | 31.81%-17.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,001 | $1,511-33.7% | $2,279-56.0% | $2,551-60.7% |
| Participant deferral / active EE | $2,968 | $3,081-3.7% | $4,048-26.7% | $4,139-28.3% |
| Admin fee / account holder | $1,103 | $6,500-83.0% | $8,703-87.3% | $7,234-84.8% |