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 | $68,993 | $74,927-7.9% | $101,794-32.2% | $84,808-18.6% |
| Participation rate | 98.6% | 61.4%+37.1pp | 69.2%+29.4pp | 68.3%+30.2pp |
| Annual return | 14.96% | 18.70%-3.7pp | 30.53%-15.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,200 | $1,522-21.2% | $2,289-47.6% | $2,631-54.4% |
| Participant deferral / active EE | $6,161 | $3,099+98.8% | $4,084+50.9% | $4,212+46.3% |
| Admin fee / account holder | $27,957 | $6,514+329.2% | $8,777+218.5% | $7,344+280.7% |