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 | $62,281 | $65,409-4.8% | $98,442-36.7% | $85,850-27.5% |
| Participation rate | 71.0% | 65.0%+6.0pp | 73.3%-2.4pp | 69.3%+1.7pp |
| Annual return | 21.31% | 21.76%-0.4pp | 1492.73%-1471.4pp | 318.53%-297.2pp |
| Employer contribution / active EE | $2,439 | $2,168+12.5% | $2,960-17.6% | $2,565-4.9% |
| Participant deferral / active EE | $3,937 | $3,166+24.4% | $4,276-7.9% | $3,952-0.4% |
| Admin fee / account holder | $3,975 | $4,593-13.5% | $5,949-33.2% | $6,260-36.5% |