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 | $82,962 | $86,286-3.9% | $111,297-25.5% | $85,850-3.4% |
| Participation rate | 81.0% | 73.3%+7.6pp | 77.3%+3.6pp | 69.3%+11.6pp |
| Annual return | 14.37% | 19.99%-5.6pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,632 | $2,043-20.1% | $2,731-40.3% | $2,565-36.4% |
| Participant deferral / active EE | $5,337 | $3,641+46.6% | $4,487+18.9% | $3,952+35.1% |
| Admin fee / account holder | $4,170 | $8,188-49.1% | $7,964-47.6% | $6,260-33.4% |