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 | $75,794 | $80,968-6.4% | $96,544-21.5% | $75,163+0.8% |
| Participation rate | 96.0% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 17.87% | 27.06%-9.2pp | 25.84%-8.0pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,012 | $2,282-11.8% | $2,965-32.1% | $2,670-24.6% |
| Participant deferral / active EE | $4,498 | $3,928+14.5% | $4,851-7.3% | $4,125+9.0% |
| Admin fee / account holder | $13,868 | $6,724+106.2% | $8,252+68.0% | $5,651+145.4% |