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 | $65,198 | $73,933-11.8% | $96,683-32.6% | $75,163-13.3% |
| Participation rate | 76.3% | 66.4%+9.9pp | 74.3%+2.0pp | 67.2%+9.1pp |
| Annual return | 16.00% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,232 | $2,928+44.5% | $3,737+13.2% | $2,670+58.5% |
| Participant deferral / active EE | $2,301 | $3,659-37.1% | $4,878-52.8% | $4,125-44.2% |
| Admin fee / account holder | $3,611 | $5,216-30.8% | $6,730-46.3% | $5,651-36.1% |