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 | $66,897 | $80,968-17.4% | $96,544-30.7% | $75,163-11.0% |
| Participation rate | 98.5% | 71.8%+26.7pp | 76.0%+22.5pp | 67.2%+31.3pp |
| Annual return | 18.21% | 27.06%-8.9pp | 25.84%-7.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,903 | $2,282-16.6% | $2,965-35.8% | $2,670-28.7% |
| Participant deferral / active EE | $3,782 | $3,928-3.7% | $4,851-22.0% | $4,125-8.3% |
| Admin fee / account holder | $3,658 | $6,724-45.6% | $8,252-55.7% | $5,651-35.3% |