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 | $82,831 | $78,422+5.6% | $95,952-13.7% | $79,858+3.7% |
| Participation rate | 90.6% | 73.5%+17.1pp | 77.1%+13.5pp | 69.6%+20.9pp |
| Annual return | 17.20% | 19.37%-2.2pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,937 | $1,945-0.4% | $2,541-23.8% | $2,471-21.6% |
| Participant deferral / active EE | $3,664 | $3,440+6.5% | $4,167-12.1% | $3,740-2.0% |
| Admin fee / account holder | $6,999 | $5,622+24.5% | $6,795+3.0% | $5,306+31.9% |