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 | $74,773 | $78,672-5.0% | $109,143-31.5% | $85,850-12.9% |
| Participation rate | 96.7% | 68.3%+28.4pp | 75.9%+20.8pp | 69.3%+27.4pp |
| Annual return | 14.14% | 25.09%-10.9pp | 25.75%-11.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,868 | $2,735+4.9% | $3,722-23.0% | $2,565+11.8% |
| Participant deferral / active EE | $3,824 | $3,467+10.3% | $4,653-17.8% | $3,952-3.2% |
| Admin fee / account holder | $13,238 | $5,469+142.0% | $6,752+96.1% | $6,260+111.5% |