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 | $70,156 | $70,669-0.7% | $169,368-58.6% | $75,163-6.7% |
| Participation rate | 86.8% | 64.8%+22.0pp | 77.1%+9.6pp | 67.2%+19.6pp |
| Annual return | 17.24% | 36.36%-19.1pp | 405.60%-388.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $5,214 | $2,211+135.8% | $4,013+29.9% | $2,670+95.3% |
| Participant deferral / active EE | $9,834 | $4,311+128.1% | $6,221+58.1% | $4,125+138.4% |
| Admin fee / account holder | $6,488 | $5,402+20.1% | $9,003-27.9% | $5,651+14.8% |