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 | $68,454 | $125,758-45.6% | $169,993-59.7% | $75,163-8.9% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.2pp | 67.2%+29.0pp |
| Annual return | 18.43% | 27.20%-8.8pp | 53.37%-34.9pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,141 | $4,615-31.9% | $6,785-53.7% | $2,670+17.7% |
| Participant deferral / active EE | $4,134 | $6,837-39.5% | $10,408-60.3% | $4,125+0.2% |
| Admin fee / account holder | $15,243 | $8,173+86.5% | $12,815+18.9% | $5,651+169.7% |