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 | $78,659 | $73,933+6.4% | $96,683-18.6% | $75,163+4.7% |
| Participation rate | 98.1% | 66.4%+31.7pp | 74.3%+23.8pp | 67.2%+31.0pp |
| Annual return | 17.40% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,685 | $2,928-8.3% | $3,737-28.1% | $2,670+0.6% |
| Participant deferral / active EE | $4,964 | $3,659+35.7% | $4,878+1.7% | $4,125+20.3% |
| Admin fee / account holder | $8,998 | $5,216+72.5% | $6,730+33.7% | $5,651+59.2% |