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 | $61,911 | $80,968-23.5% | $96,544-35.9% | $75,163-17.6% |
| Participation rate | 72.7% | 71.8%+1.0pp | 76.0%-3.2pp | 67.2%+5.5pp |
| Annual return | 19.59% | 27.06%-7.5pp | 25.84%-6.2pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,451 | $2,282+7.4% | $2,965-17.3% | $2,670-8.2% |
| Participant deferral / active EE | $3,219 | $3,928-18.1% | $4,851-33.6% | $4,125-22.0% |
| Admin fee / account holder | $3,474 | $6,724-48.3% | $8,252-57.9% | $5,651-38.5% |