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 | $36,566 | $95,416-61.7% | $185,823-80.3% | $85,850-57.4% |
| Participation rate | 96.1% | 68.8%+27.3pp | 81.7%+14.4pp | 69.3%+26.8pp |
| Annual return | 15.65% | 23.59%-7.9pp | 122.05%-106.4pp | 318.53%-302.9pp |
| Employer contribution / active EE | $3,414 | $3,314+3.0% | $5,167-33.9% | $2,565+33.1% |
| Participant deferral / active EE | $3,616 | $3,423+5.6% | $5,568-35.1% | $3,952-8.5% |
| Admin fee / account holder | $7,972 | $7,213+10.5% | $16,237-50.9% | $6,260+27.3% |