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 | $62,099 | $67,606-8.1% | $82,313-24.6% | $70,131-11.5% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 16.03% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,648 | $1,755-6.1% | $2,428-32.1% | $2,342-29.7% |
| Participant deferral / active EE | $2,368 | $2,987-20.7% | $3,706-36.1% | $3,332-28.9% |
| Admin fee / account holder | $527 | $4,512-88.3% | $5,608-90.6% | $4,645-88.7% |