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 | $67,928 | $67,411+0.8% | $91,001-25.4% | $70,131-3.1% |
| Participation rate | 97.1% | 71.4%+25.7pp | 75.6%+21.5pp | 69.5%+27.5pp |
| Annual return | 14.63% | -40.16%+54.8pp | 4.60%+10.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,666 | $1,786-6.7% | $2,456-32.2% | $2,342-28.9% |
| Participant deferral / active EE | $3,647 | $2,823+29.2% | $3,547+2.8% | $3,332+9.5% |
| Admin fee / account holder | $4,141 | $4,236-2.2% | $5,417-23.6% | $4,645-10.9% |