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 | $74,695 | $78,422-4.8% | $95,952-22.2% | $79,858-6.5% |
| Participation rate | 86.2% | 73.5%+12.7pp | 77.1%+9.1pp | 69.6%+16.5pp |
| Annual return | 17.78% | 19.37%-1.6pp | 91.61%-73.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,720 | $1,945-11.6% | $2,541-32.3% | $2,471-30.4% |
| Participant deferral / active EE | $4,222 | $3,440+22.7% | $4,167+1.3% | $3,740+12.9% |
| Admin fee / account holder | $9,434 | $5,622+67.8% | $6,795+38.8% | $5,306+77.8% |