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 | $70,785 | $102,317-30.8% | $146,958-51.8% | $80,856-12.5% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.2%+4.9pp | 67.6%+19.5pp |
| Annual return | 13.26% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,854 | $3,713+3.8% | $4,933-21.9% | $2,755+39.9% |
| Participant deferral / active EE | $8,067 | $6,644+21.4% | $8,0700% | $4,296+87.8% |
| Admin fee / account holder | $6,869 | $7,941-13.5% | $12,998-47.2% | $6,918-0.7% |