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 | $74,350 | $78,672-5.5% | $109,143-31.9% | $85,850-13.4% |
| Participation rate | 88.0% | 68.3%+19.7pp | 75.9%+12.1pp | 69.3%+18.7pp |
| Annual return | 13.58% | 25.09%-11.5pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,680 | $2,735-38.6% | $3,722-54.8% | $2,565-34.5% |
| Participant deferral / active EE | $3,685 | $3,467+6.3% | $4,653-20.8% | $3,952-6.7% |
| Admin fee / account holder | $8,985 | $5,469+64.3% | $6,752+33.1% | $6,260+43.5% |