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 | $63,363 | $67,411-6.0% | $91,001-30.4% | $70,131-9.7% |
| Participation rate | 91.1% | 71.4%+19.8pp | 75.6%+15.5pp | 69.5%+21.6pp |
| Annual return | 26.49% | -40.16%+66.7pp | 4.60%+21.9pp | 73.14%-46.7pp |
| Employer contribution / active EE | $2,074 | $1,786+16.1% | $2,456-15.5% | $2,342-11.4% |
| Participant deferral / active EE | $5,066 | $2,823+79.5% | $3,547+42.8% | $3,332+52.0% |
| Admin fee / account holder | $5,334 | $4,236+25.9% | $5,417-1.5% | $4,645+14.8% |