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 | $73,290 | $95,416-23.2% | $185,823-60.6% | $85,850-14.6% |
| Participation rate | 78.0% | 68.8%+9.2pp | 81.7%-3.7pp | 69.3%+8.7pp |
| Annual return | 17.72% | 23.59%-5.9pp | 122.05%-104.3pp | 318.53%-300.8pp |
| Employer contribution / active EE | $3,493 | $3,314+5.4% | $5,167-32.4% | $2,565+36.2% |
| Participant deferral / active EE | $3,759 | $3,423+9.8% | $5,568-32.5% | $3,952-4.9% |
| Admin fee / account holder | $6,679 | $7,213-7.4% | $16,237-58.9% | $6,260+6.7% |