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 | $69,563 | $69,515+0.1% | $86,874-19.9% | $85,850-19.0% |
| Participation rate | 90.7% | 66.3%+24.4pp | 71.6%+19.1pp | 69.3%+21.4pp |
| Annual return | 24.35% | 20.12%+4.2pp | 63.52%-39.2pp | 318.53%-294.2pp |
| Employer contribution / active EE | $2,252 | $1,880+19.8% | $2,495-9.7% | $2,565-12.2% |
| Participant deferral / active EE | $4,289 | $2,919+46.9% | $3,699+15.9% | $3,952+8.5% |
| Admin fee / account holder | $1,103 | $5,972-81.5% | $5,828-81.1% | $6,260-82.4% |