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 | $83,804 | $86,286-2.9% | $111,297-24.7% | $85,850-2.4% |
| Participation rate | 83.9% | 73.3%+10.6pp | 77.3%+6.6pp | 69.3%+14.6pp |
| Annual return | 13.40% | 19.99%-6.6pp | 54.65%-41.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,392 | $2,043-31.9% | $2,731-49.0% | $2,565-45.7% |
| Participant deferral / active EE | $2,865 | $3,641-21.3% | $4,487-36.2% | $3,952-27.5% |
| Admin fee / account holder | $1,624 | $8,188-80.2% | $7,964-79.6% | $6,260-74.1% |