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 | $64,174 | $67,411-4.8% | $91,001-29.5% | $70,131-8.5% |
| Participation rate | 91.4% | 71.4%+20.1pp | 75.6%+15.8pp | 69.5%+21.9pp |
| Annual return | 30.31% | -40.16%+70.5pp | 4.60%+25.7pp | 73.14%-42.8pp |
| Employer contribution / active EE | $6,700 | $1,786+275.2% | $2,456+172.9% | $2,342+186.0% |
| Participant deferral / active EE | $14,160 | $2,823+401.7% | $3,547+299.2% | $3,332+325.0% |
| Admin fee / account holder | $1,174 | $4,236-72.3% | $5,417-78.3% | $4,645-74.7% |