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 | $69,136 | $73,933-6.5% | $96,683-28.5% | $75,163-8.0% |
| Participation rate | 80.2% | 66.4%+13.8pp | 74.3%+5.9pp | 67.2%+13.1pp |
| Annual return | 13.62% | 26.70%-13.1pp | 35.69%-22.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,793 | $2,928-4.6% | $3,737-25.3% | $2,670+4.6% |
| Participant deferral / active EE | $4,234 | $3,659+15.7% | $4,878-13.2% | $4,125+2.6% |
| Admin fee / account holder | $3,369 | $5,216-35.4% | $6,730-49.9% | $5,651-40.4% |