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 | $61,457 | $72,277-15.0% | $101,248-39.3% | $79,858-23.0% |
| Participation rate | 92.2% | 68.5%+23.7pp | 75.8%+16.3pp | 69.6%+22.5pp |
| Annual return | 12.99% | 22.30%-9.3pp | 46.47%-33.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $3,652 | $2,692+35.7% | $3,660-0.2% | $2,471+47.8% |
| Participant deferral / active EE | $3,194 | $3,282-2.7% | $4,370-26.9% | $3,740-14.6% |
| Admin fee / account holder | $2,781 | $4,400-36.8% | $5,945-53.2% | $5,306-47.6% |