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 | $71,678 | $78,422-8.6% | $95,952-25.3% | $79,858-10.2% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+27.9pp |
| Annual return | 17.44% | 19.37%-1.9pp | 91.61%-74.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,727 | $1,945-11.2% | $2,541-32.0% | $2,471-30.1% |
| Participant deferral / active EE | $5,386 | $3,440+56.6% | $4,167+29.3% | $3,740+44.0% |
| Admin fee / account holder | $8,519 | $5,622+51.5% | $6,795+25.4% | $5,306+60.5% |