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 | $72,750 | $78,422-7.2% | $95,952-24.2% | $79,858-8.9% |
| Participation rate | 93.1% | 73.5%+19.6pp | 77.1%+16.0pp | 69.6%+23.4pp |
| Annual return | 16.06% | 19.37%-3.3pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,297 | $1,945+18.1% | $2,541-9.6% | $2,471-7.0% |
| Participant deferral / active EE | $4,421 | $3,440+28.5% | $4,167+6.1% | $3,740+18.2% |
| Admin fee / account holder | $3,363 | $5,622-40.2% | $6,795-50.5% | $5,306-36.6% |