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 | $67,362 | $65,365+3.1% | $92,893-27.5% | $72,985-7.7% |
| Participation rate | 97.2% | 68.3%+28.9pp | 76.0%+21.2pp | 69.5%+27.7pp |
| Annual return | 17.80% | 42.10%-24.3pp | 109.41%-91.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,209 | $2,594-53.4% | $3,653-66.9% | $2,440-50.5% |
| Participant deferral / active EE | $2,919 | $3,128-6.7% | $4,236-31.1% | $3,607-19.1% |
| Admin fee / account holder | $3,730 | $4,251-12.3% | $5,794-35.6% | $5,124-27.2% |