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 | $74,266 | $91,552-18.9% | $133,956-44.6% | $79,858-7.0% |
| Participation rate | 98.1% | 73.3%+24.8pp | 79.8%+18.3pp | 69.6%+28.5pp |
| Annual return | 18.40% | 61.85%-43.4pp | 45.09%-26.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,390 | $2,384-41.7% | $3,919-64.5% | $2,471-43.7% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,295 | $6,321-16.2% | $8,927-40.7% | $5,306-0.2% |