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 | $66,844 | $80,968-17.4% | $96,544-30.8% | $75,163-11.1% |
| Participation rate | 93.3% | 71.8%+21.6pp | 76.0%+17.4pp | 67.2%+26.1pp |
| Annual return | 16.19% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,216 | $2,282-46.7% | $2,965-59.0% | $2,670-54.5% |
| Participant deferral / active EE | $3,539 | $3,928-9.9% | $4,851-27.0% | $4,125-14.2% |
| Admin fee / account holder | $7,869 | $6,724+17.0% | $8,252-4.6% | $5,651+39.3% |