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 | $54,328 | $80,968-32.9% | $96,544-43.7% | $75,163-27.7% |
| Participation rate | 89.1% | 71.8%+17.3pp | 76.0%+13.1pp | 67.2%+21.9pp |
| Annual return | 16.14% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,155 | $2,282-5.6% | $2,965-27.3% | $2,670-19.3% |
| Participant deferral / active EE | $3,550 | $3,928-9.6% | $4,851-26.8% | $4,125-14.0% |
| Admin fee / account holder | $6,368 | $6,724-5.3% | $8,252-22.8% | $5,651+12.7% |