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 | $85,349 | $86,286-1.1% | $111,297-23.3% | $85,850-0.6% |
| Participation rate | 97.1% | 73.3%+23.7pp | 77.3%+19.7pp | 69.3%+27.7pp |
| Annual return | 13.02% | 19.99%-7.0pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,297 | $2,043+12.4% | $2,731-15.9% | $2,565-10.5% |
| Participant deferral / active EE | $4,209 | $3,641+15.6% | $4,487-6.2% | $3,952+6.5% |
| Admin fee / account holder | $4,014 | $8,188-51.0% | $7,964-49.6% | $6,260-35.9% |