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 | $69,013 | $73,638-6.3% | $95,952-28.1% | $73,488-6.1% |
| Participation rate | 95.3% | 76.2%+19.2pp | 77.1%+18.3pp | 70.7%+24.6pp |
| Annual return | 11.49% | 16.78%-5.3pp | 91.61%-80.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,768 | $1,863-5.1% | $2,541-30.4% | $2,270-22.1% |
| Participant deferral / active EE | $3,231 | $3,617-10.7% | $4,167-22.5% | $3,740-13.6% |
| Admin fee / account holder | $10,917 | $482+2164.4% | $6,795+60.6% | $513+2027.7% |