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 | $71,229 | $72,277-1.5% | $101,248-29.6% | $79,858-10.8% |
| Participation rate | 73.4% | 68.5%+5.0pp | 75.8%-2.4pp | 69.6%+3.8pp |
| Annual return | 11.10% | 22.30%-11.2pp | 46.47%-35.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,271 | $2,692-52.8% | $3,660-65.3% | $2,471-48.5% |
| Participant deferral / active EE | $2,592 | $3,282-21.0% | $4,370-40.7% | $3,740-30.7% |
| Admin fee / account holder | $4,842 | $4,400+10.0% | $5,945-18.6% | $5,306-8.7% |