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 | $71,287 | $80,717-11.7% | $154,803-53.9% | $84,808-15.9% |
| Participation rate | 98.2% | 66.8%+31.4pp | 78.1%+20.2pp | 68.3%+29.9pp |
| Annual return | 13.74% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,201 | $2,761+15.9% | $4,305-25.6% | $2,631+21.7% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $10,005 | $6,746+48.3% | $14,329-30.2% | $7,344+36.2% |