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 | $69,250 | $73,933-6.3% | $96,683-28.4% | $75,163-7.9% |
| Participation rate | 93.9% | 66.4%+27.5pp | 74.3%+19.6pp | 67.2%+26.7pp |
| Annual return | 14.25% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.4pp |
| Employer contribution / active EE | $5,292 | $2,928+80.8% | $3,737+41.6% | $2,670+98.2% |
| Participant deferral / active EE | $5,391 | $3,659+47.4% | $4,878+10.5% | $4,125+30.7% |
| Admin fee / account holder | $8,824 | $5,216+69.2% | $6,730+31.1% | $5,651+56.2% |