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 | $56,291 | $60,349-6.7% | $74,183-24.1% | $62,891-10.5% |
| Participation rate | 78.8% | 72.7%+6.1pp | 76.6%+2.2pp | 69.3%+9.5pp |
| Annual return | 5.05% | 21.37%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,175 | $1,680+29.4% | $2,370-8.3% | $2,281-4.7% |
| Participant deferral / active EE | $3,612 | $2,856+26.5% | $3,550+1.8% | $3,203+12.8% |
| Admin fee / account holder | $3,474 | $4,261-18.5% | $5,586-37.8% | $4,296-19.1% |