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 | $64,462 | $65,365-1.4% | $92,893-30.6% | $72,985-11.7% |
| Participation rate | 99.0% | 68.3%+30.6pp | 76.0%+23.0pp | 69.5%+29.5pp |
| Annual return | 20.34% | 42.10%-21.8pp | 109.41%-89.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,668 | $2,594-35.7% | $3,653-54.3% | $2,440-31.6% |
| Participant deferral / active EE | $2,808 | $3,128-10.2% | $4,236-33.7% | $3,607-22.2% |
| Admin fee / account holder | $3,688 | $4,251-13.3% | $5,794-36.4% | $5,124-28.0% |