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 | $70,817 | $72,492-2.3% | $87,100-18.7% | $72,985-3.0% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 22.04% | 24.46%-2.4pp | 28.19%-6.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,408 | $1,894-25.7% | $2,521-44.2% | $2,440-42.3% |
| Participant deferral / active EE | $5,470 | $3,270+67.3% | $4,049+35.1% | $3,607+51.6% |
| Admin fee / account holder | $10,959 | $5,055+116.8% | $7,497+46.2% | $5,124+113.9% |