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 | $76,569 | $78,422-2.4% | $95,952-20.2% | $79,858-4.1% |
| Participation rate | 91.7% | 73.5%+18.2pp | 77.1%+14.6pp | 69.6%+22.0pp |
| Annual return | 13.62% | 19.37%-5.8pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $535 | $1,945-72.5% | $2,541-79.0% | $2,471-78.4% |
| Participant deferral / active EE | $4,191 | $3,440+21.8% | $4,167+0.6% | $3,740+12.1% |
| Admin fee / account holder | $2,948 | $5,622-47.6% | $6,795-56.6% | $5,306-44.4% |