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 | $69,183 | $95,803-27.8% | $113,168-38.9% | $84,808-18.4% |
| Participation rate | 82.5% | 72.9%+9.6pp | 76.6%+5.9pp | 68.3%+14.2pp |
| Annual return | 14.72% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,540 | $2,360+7.6% | $2,975-14.6% | $2,631-3.4% |
| Participant deferral / active EE | $3,644 | $4,242-14.1% | $5,107-28.6% | $4,212-13.5% |
| Admin fee / account holder | $2,930 | $8,989-67.4% | $12,068-75.7% | $7,344-60.1% |