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 | $69,092 | $72,277-4.4% | $101,248-31.8% | $79,858-13.5% |
| Participation rate | 94.1% | 68.5%+25.7pp | 75.8%+18.3pp | 69.6%+24.5pp |
| Annual return | 10.88% | 22.30%-11.4pp | 46.47%-35.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,981 | $2,692+10.7% | $3,660-18.5% | $2,471+20.6% |
| Participant deferral / active EE | $3,973 | $3,282+21.1% | $4,370-9.1% | $3,740+6.2% |
| Admin fee / account holder | $29,287 | $4,400+565.6% | $5,945+392.6% | $5,306+451.9% |