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 | $68,858 | $74,888-8.1% | $71,209-3.3% | $142,382-51.6% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 19.68% | 345.14%-325.5pp | 282.51%-262.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,470 | $2,854+21.6% | $2,721+27.5% | $4,299-19.3% |
| Participant deferral / active EE | $6,055 | $4,454+35.9% | $4,175+45.0% | $6,507-7.0% |
| Admin fee / account holder | $2,080 | $5,568-62.6% | $5,349-61.1% | $12,624-83.5% |