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 7-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 | $69,846 | $80,968-13.7% | $96,544-27.7% | $75,163-7.1% |
| Participation rate | 84.1% | 71.8%+12.4pp | 76.0%+8.2pp | 67.2%+16.9pp |
| Annual return | 16.10% | 27.06%-11.0pp | 25.84%-9.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $3,368 | $2,282+47.6% | $2,965+13.6% | $2,670+26.2% |
| Participant deferral / active EE | $8,103 | $3,928+106.3% | $4,851+67.0% | $4,125+96.4% |
| Admin fee / account holder | $10,129 | $6,724+50.6% | $8,252+22.7% | $5,651+79.2% |