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 | $68,995 | $98,750-30.1% | $149,696-53.9% | $79,858-13.6% |
| Participation rate | 96.2% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.6pp |
| Annual return | 19.12% | 27.43%-8.3pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,842 | $3,216-11.6% | $4,644-38.8% | $2,471+15.0% |
| Participant deferral / active EE | $3,763 | $5,680-33.7% | $6,842-45.0% | $3,740+0.6% |
| Admin fee / account holder | $12,777 | $6,053+111.1% | $9,309+37.3% | $5,306+140.8% |