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 | $67,461 | $72,177-6.5% | $115,037-41.4% | $59,632+13.1% |
| Participation rate | 87.0% | 72.6%+14.4pp | 81.4%+5.6pp | 68.7%+18.3pp |
| Annual return | 23.87% | 12.02%+11.9pp | 26.14%-2.3pp | 2041.28%-2017.4pp |
| Employer contribution / active EE | $12,898 | $2,841+354.0% | $4,608+179.9% | $2,203+485.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,742 | $4,927+16.6% | $8,175-29.8% | $4,297+33.6% |