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 | $73,600 | $79,171-7.0% | $102,423-28.1% | $74,495-1.2% |
| Participation rate | 84.3% | 74.8%+9.5pp | 76.5%+7.8pp | 67.2%+17.1pp |
| Annual return | 13.73% | 54.93%-41.2pp | 29.32%-15.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $3,593 | $2,362+52.1% | $3,023+18.8% | $2,623+37.0% |
| Participant deferral / active EE | $5,525 | $4,415+25.1% | $5,053+9.3% | $4,346+27.1% |
| Admin fee / account holder | $5,228 | $2,001+161.3% | $9,451-44.7% | $1,942+169.3% |