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 | $72,416 | $73,933-2.1% | $96,683-25.1% | $75,163-3.7% |
| Participation rate | 95.3% | 66.4%+28.9pp | 74.3%+21.0pp | 67.2%+28.1pp |
| Annual return | 17.06% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $16,726 | $2,928+471.3% | $3,737+347.6% | $2,670+526.5% |
| Participant deferral / active EE | $1,754 | $3,659-52.1% | $4,878-64.0% | $4,125-57.5% |
| Admin fee / account holder | $5,335 | $5,216+2.3% | $6,730-20.7% | $5,651-5.6% |