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 | $67,878 | $59,101+14.9% | $77,163-12.0% | $75,163-9.7% |
| Participation rate | 77.1% | 63.9%+13.3pp | 69.6%+7.6pp | 67.2%+10.0pp |
| Annual return | 16.31% | 26.71%-10.4pp | 37.87%-21.6pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,460 | $1,995-26.8% | $2,535-42.4% | $2,670-45.3% |
| Participant deferral / active EE | $2,442 | $2,999-18.6% | $3,833-36.3% | $4,125-40.8% |
| Admin fee / account holder | $631 | $4,774-86.8% | $5,472-88.5% | $5,651-88.8% |