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 | $64,497 | $54,541+18.3% | $78,778-18.1% | $70,131-8.0% |
| Participation rate | 93.3% | 60.8%+32.5pp | 69.2%+24.1pp | 69.5%+23.8pp |
| Annual return | 14.22% | 21.07%-6.9pp | 35.62%-21.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,043 | $1,089-4.2% | $1,986-47.5% | $2,342-55.5% |
| Participant deferral / active EE | $3,511 | $2,210+58.9% | $2,958+18.7% | $3,332+5.4% |
| Admin fee / account holder | $9,386 | $3,709+153.1% | $5,134+82.8% | $4,645+102.1% |