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 | $72,697 | $73,933-1.7% | $96,683-24.8% | $75,163-3.3% |
| Participation rate | 83.0% | 66.4%+16.6pp | 74.3%+8.6pp | 67.2%+15.8pp |
| Annual return | 16.67% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,478 | $2,928+18.8% | $3,737-6.9% | $2,670+30.3% |
| Participant deferral / active EE | $4,969 | $3,659+35.8% | $4,878+1.9% | $4,125+20.4% |
| Admin fee / account holder | $6,123 | $5,216+17.4% | $6,730-9.0% | $5,651+8.4% |