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 | $104,801 | $127,065-17.5% | $113,168-7.4% | $142,382-26.4% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 15.89% | 24.03%-8.1pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,913 | $3,442-44.4% | $2,975-35.7% | $4,299-55.5% |
| Participant deferral / active EE | $3,631 | $5,716-36.5% | $5,107-28.9% | $6,507-44.2% |
| Admin fee / account holder | $4,497 | $15,736-71.4% | $12,068-62.7% | $12,624-64.4% |