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 | $68,332 | $72,277-5.5% | $101,248-32.5% | $79,858-14.4% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | 25.47% | 22.30%+3.2pp | 46.47%-21.0pp | 31.71%-6.2pp |
| Employer contribution / active EE | $2,819 | $2,692+4.7% | $3,660-23.0% | $2,471+14.1% |
| Participant deferral / active EE | $5,517 | $3,282+68.1% | $4,370+26.2% | $3,740+47.5% |
| Admin fee / account holder | $3,226 | $4,400-26.7% | $5,945-45.7% | $5,306-39.2% |