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 | $72,583 | $78,422-7.4% | $95,952-24.4% | $79,858-9.1% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.1pp |
| Annual return | 11.98% | 19.37%-7.4pp | 91.61%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $4,407 | $1,945+126.6% | $2,541+73.5% | $2,471+78.4% |
| Participant deferral / active EE | $5,522 | $3,440+60.5% | $4,167+32.5% | $3,740+47.7% |
| Admin fee / account holder | $1,192 | $5,622-78.8% | $6,795-82.5% | $5,306-77.5% |