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 | $72,466 | $78,422-7.6% | $95,952-24.5% | $79,858-9.3% |
| Participation rate | 93.5% | 73.5%+20.0pp | 77.1%+16.4pp | 69.6%+23.8pp |
| Annual return | 12.30% | 19.37%-7.1pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,816 | $1,945+44.8% | $2,541+10.8% | $2,471+14.0% |
| Participant deferral / active EE | $5,455 | $3,440+58.6% | $4,167+30.9% | $3,740+45.9% |
| Admin fee / account holder | $12,402 | $5,622+120.6% | $6,795+82.5% | $5,306+133.7% |