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 | $71,675 | $73,933-3.1% | $96,683-25.9% | $75,163-4.6% |
| Participation rate | 86.6% | 66.4%+20.1pp | 74.3%+12.2pp | 67.2%+19.4pp |
| Annual return | 13.45% | 26.70%-13.2pp | 35.69%-22.2pp | 160.62%-147.2pp |
| Employer contribution / active EE | $3,668 | $2,928+25.3% | $3,737-1.9% | $2,670+37.4% |
| Participant deferral / active EE | $6,593 | $3,659+80.2% | $4,878+35.2% | $4,125+59.8% |
| Admin fee / account holder | $14,171 | $5,216+171.7% | $6,730+110.6% | $5,651+150.8% |