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 | $70,934 | $77,314-8.3% | $177,989-60.1% | $80,856-12.3% |
| Participation rate | 80.0% | 65.7%+14.3pp | 77.1%+2.9pp | 67.6%+12.4pp |
| Annual return | 19.74% | 18.09%+1.7pp | 294.48%-274.7pp | 35.59%-15.9pp |
| Employer contribution / active EE | $4,790 | $2,292+109.0% | $3,949+21.3% | $2,755+73.9% |
| Participant deferral / active EE | $8,978 | $4,411+103.6% | $6,276+43.1% | $4,296+109.0% |
| Admin fee / account holder | $8,695 | $7,191+20.9% | $10,363-16.1% | $6,918+25.7% |