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 | $58,186 | $60,124-3.2% | $90,404-35.6% | $79,858-27.1% |
| Participation rate | 97.1% | 65.0%+32.2pp | 72.7%+24.5pp | 69.6%+27.5pp |
| Annual return | 18.53% | 71.94%-53.4pp | 1293.02%-1274.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $3,682 | $2,068+78.1% | $3,262+12.9% | $2,471+49.0% |
| Participant deferral / active EE | $6,492 | $2,938+121.0% | $3,963+63.8% | $3,740+73.6% |
| Admin fee / account holder | $2,637 | $3,976-33.7% | $5,611-53.0% | $5,306-50.3% |