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 | $62,608 | $65,557-4.5% | $64,056-2.3% | $71,457-12.4% |
| Participation rate | 89.9% | 73.2%+16.7pp | 72.3%+17.6pp | 67.9%+21.9pp |
| Annual return | 13.15% | 18.94%-5.8pp | 33.69%-20.5pp | 28.85%-15.7pp |
| Employer contribution / active EE | $5,186 | $2,669+94.3% | $2,747+88.8% | $2,588+100.4% |
| Participant deferral / active EE | $5,317 | $3,626+46.7% | $3,880+37.0% | $4,289+24.0% |
| Admin fee / account holder | $13,287 | $616+2057.1% | $3,068+333.1% | $1,587+737.1% |