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 | $70,708 | $101,724-30.5% | $164,813-57.1% | $80,856-12.6% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 16.85% | 16.72%+0.1pp | 69.93%-53.1pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,891 | $2,953-2.1% | $4,341-33.4% | $2,755+4.9% |
| Participant deferral / active EE | $9,676 | $4,477+116.1% | $6,031+60.4% | $4,296+125.2% |
| Admin fee / account holder | $4,126 | $8,227-49.8% | $12,690-67.5% | $6,918-40.4% |