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 | $69,796 | $74,927-6.8% | $101,794-31.4% | $84,808-17.7% |
| Participation rate | 76.7% | 61.4%+15.3pp | 69.2%+7.5pp | 68.3%+8.4pp |
| Annual return | 16.27% | 18.70%-2.4pp | 30.53%-14.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,589 | $1,522+4.4% | $2,289-30.6% | $2,631-39.6% |
| Participant deferral / active EE | $2,540 | $3,099-18.0% | $4,084-37.8% | $4,212-39.7% |
| Admin fee / account holder | $1,548 | $6,514-76.2% | $8,777-82.4% | $7,344-78.9% |