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 | $74,919 | $81,208-7.7% | $98,907-24.3% | $79,858-6.2% |
| Participation rate | 85.4% | 72.5%+12.9pp | 76.0%+9.4pp | 69.6%+15.8pp |
| Annual return | 13.95% | 60.99%-47.0pp | 196.43%-182.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,168 | $1,960+10.6% | $2,689-19.4% | $2,471-12.2% |
| Participant deferral / active EE | $5,253 | $3,265+60.9% | $4,244+23.8% | $3,740+40.5% |
| Admin fee / account holder | $3,933 | $6,013-34.6% | $6,642-40.8% | $5,306-25.9% |