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 | $73,708 | $81,460-9.5% | $103,333-28.7% | $80,856-8.8% |
| Participation rate | 84.9% | 66.8%+18.1pp | 74.5%+10.4pp | 67.6%+17.3pp |
| Annual return | 23.67% | 25.55%-1.9pp | 24.88%-1.2pp | 35.59%-11.9pp |
| Employer contribution / active EE | $7,303 | $3,105+135.2% | $3,868+88.8% | $2,755+165.1% |
| Participant deferral / active EE | $1,979 | $3,869-48.8% | $5,057-60.9% | $4,296-53.9% |
| Admin fee / account holder | $2,801 | $6,566-57.3% | $8,355-66.5% | $6,918-59.5% |