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 | $73,122 | $81,208-10.0% | $98,907-26.1% | $79,858-8.4% |
| Participation rate | 97.4% | 72.5%+24.9pp | 76.0%+21.4pp | 69.6%+27.8pp |
| Annual return | 23.30% | 60.99%-37.7pp | 196.43%-173.1pp | 31.71%-8.4pp |
| Employer contribution / active EE | $4,246 | $1,960+116.7% | $2,689+57.9% | $2,471+71.8% |
| Participant deferral / active EE | $2,300 | $3,265-29.6% | $4,244-45.8% | $3,740-38.5% |
| Admin fee / account holder | $9,983 | $6,013+66.0% | $6,642+50.3% | $5,306+88.1% |