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 | $68,074 | $70,428-3.3% | $96,562-29.5% | $85,850-20.7% |
| Participation rate | 83.3% | 61.8%+21.5pp | 69.8%+13.5pp | 69.3%+14.0pp |
| Annual return | 18.68% | 18.59%+0.1pp | 37.78%-19.1pp | 318.53%-299.8pp |
| Employer contribution / active EE | $2,348 | $1,413+66.1% | $2,356-0.4% | $2,565-8.5% |
| Participant deferral / active EE | $2,702 | $2,894-6.6% | $3,849-29.8% | $3,952-31.6% |
| Admin fee / account holder | $1,031 | $4,997-79.4% | $6,181-83.3% | $6,260-83.5% |