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 | $65,323 | $78,672-17.0% | $109,143-40.1% | $85,850-23.9% |
| Participation rate | 93.0% | 68.3%+24.7pp | 75.9%+17.1pp | 69.3%+23.7pp |
| Annual return | 16.03% | 25.09%-9.1pp | 25.75%-9.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $4,603 | $2,735+68.3% | $3,722+23.7% | $2,565+79.5% |
| Participant deferral / active EE | $3,483 | $3,467+0.4% | $4,653-25.2% | $3,952-11.9% |
| Admin fee / account holder | $3,949 | $5,469-27.8% | $6,752-41.5% | $6,260-36.9% |