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 | $63,262 | $65,041-2.7% | $90,951-30.4% | $79,858-20.8% |
| Participation rate | 74.3% | 61.6%+12.7pp | 69.0%+5.3pp | 69.6%+4.7pp |
| Annual return | 19.98% | 30.45%-10.5pp | 134.60%-114.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,146 | $1,247-8.1% | $2,122-46.0% | $2,471-53.6% |
| Participant deferral / active EE | $2,711 | $2,512+7.9% | $3,373-19.6% | $3,740-27.5% |
| Admin fee / account holder | $1,997 | $4,536-56.0% | $5,959-66.5% | $5,306-62.4% |