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 | $70,218 | $70,475-0.4% | $100,516-30.1% | $79,858-12.1% |
| Participation rate | 73.0% | 73.7%-0.6pp | 79.4%-6.4pp | 69.6%+3.4pp |
| Annual return | 12.92% | 21.90%-9.0pp | 30.89%-18.0pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,095 | $2,165+43.0% | $3,418-9.4% | $2,471+25.3% |
| Participant deferral / active EE | $5,084 | $5,181-1.9% | $6,270-18.9% | $3,740+35.9% |
| Admin fee / account holder | $806 | $4,478-82.0% | $8,081-90.0% | $5,306-84.8% |