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 | $73,570 | $80,968-9.1% | $96,544-23.8% | $75,163-2.1% |
| Participation rate | 88.9% | 71.8%+17.1pp | 76.0%+12.9pp | 67.2%+21.7pp |
| Annual return | 23.91% | 27.06%-3.2pp | 25.84%-1.9pp | 160.62%-136.7pp |
| Employer contribution / active EE | $1,118 | $2,282-51.0% | $2,965-62.3% | $2,670-58.1% |
| Participant deferral / active EE | $1,800 | $3,928-54.2% | $4,851-62.9% | $4,125-56.4% |
| Admin fee / account holder | $6,395 | $6,724-4.9% | $8,252-22.5% | $5,651+13.2% |