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 | $68,388 | $80,673-15.2% | $101,326-32.5% | $84,808-19.4% |
| Participation rate | 84.1% | 77.8%+6.4pp | 81.5%+2.6pp | 68.3%+15.8pp |
| Annual return | 15.80% | 38.95%-23.2pp | 36.82%-21.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,757 | $2,698-34.9% | $3,665-52.1% | $2,631-33.2% |
| Participant deferral / active EE | $3,638 | $6,840-46.8% | $7,994-54.5% | $4,212-13.6% |
| Admin fee / account holder | $2,788 | $12,784-78.2% | $11,185-75.1% | $7,344-62.0% |