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 | $78,334 | $78,422-0.1% | $95,952-18.4% | $79,858-1.9% |
| Participation rate | 98.0% | 73.5%+24.5pp | 77.1%+20.9pp | 69.6%+28.4pp |
| Annual return | 10.54% | 19.37%-8.8pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,729 | $1,945+40.3% | $2,541+7.4% | $2,471+10.4% |
| Participant deferral / active EE | $7,189 | $3,440+109.0% | $4,167+72.5% | $3,740+92.2% |
| Admin fee / account holder | $7,347 | $5,622+30.7% | $6,795+8.1% | $5,306+38.5% |