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 | $56,572 | $57,065-0.9% | $75,670-25.2% | $70,131-19.3% |
| Participation rate | 76.0% | 68.1%+8.0pp | 72.3%+3.7pp | 69.5%+6.5pp |
| Annual return | 21.75% | 23.57%-1.8pp | 27.34%-5.6pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,853 | $1,817+2.0% | $2,352-21.2% | $2,342-20.9% |
| Participant deferral / active EE | $4,277 | $2,580+65.8% | $3,142+36.1% | $3,332+28.4% |
| Admin fee / account holder | $369 | $3,825-90.3% | $5,800-93.6% | $4,645-92.1% |