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 | $61,170 | $67,606-9.5% | $82,313-25.7% | $70,131-12.8% |
| Participation rate | 94.6% | 72.8%+21.9pp | 76.9%+17.7pp | 69.5%+25.1pp |
| Annual return | 19.02% | 21.57%-2.5pp | 25.88%-6.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,647 | $1,755-6.1% | $2,428-32.2% | $2,342-29.7% |
| Participant deferral / active EE | $3,378 | $2,987+13.1% | $3,706-8.8% | $3,332+1.4% |
| Admin fee / account holder | $5,183 | $4,512+14.9% | $5,608-7.6% | $4,645+11.6% |