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 | $94,152 | $72,277+30.3% | $101,248-7.0% | $79,858+17.9% |
| Participation rate | 93.9% | 68.5%+25.4pp | 75.8%+18.1pp | 69.6%+24.3pp |
| Annual return | 12.59% | 22.30%-9.7pp | 46.47%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,843 | $2,692-31.5% | $3,660-49.6% | $2,471-25.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,548 | $4,400-64.8% | $5,945-74.0% | $5,306-70.8% |