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 | $69,969 | $72,277-3.2% | $101,248-30.9% | $79,858-12.4% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | 22.25% | 22.30%0pp | 46.47%-24.2pp | 31.71%-9.5pp |
| Employer contribution / active EE | $4,530 | $2,692+68.3% | $3,660+23.8% | $2,471+83.3% |
| Participant deferral / active EE | $6,523 | $3,282+98.8% | $4,370+49.3% | $3,740+74.4% |
| Admin fee / account holder | $2,502 | $4,400-43.1% | $5,945-57.9% | $5,306-52.8% |