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 | $70,813 | $80,673-12.2% | $101,326-30.1% | $84,808-16.5% |
| Participation rate | 87.9% | 77.8%+10.1pp | 81.5%+6.4pp | 68.3%+19.6pp |
| Annual return | 15.12% | 38.95%-23.8pp | 36.82%-21.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,839 | $2,698+42.3% | $3,665+4.7% | $2,631+45.9% |
| Participant deferral / active EE | $7,060 | $6,840+3.2% | $7,994-11.7% | $4,212+67.6% |
| Admin fee / account holder | $11,460 | $12,784-10.4% | $11,185+2.5% | $7,344+56.0% |