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 | $67,141 | $78,422-14.4% | $95,952-30.0% | $79,858-15.9% |
| Participation rate | 95.8% | 73.5%+22.3pp | 77.1%+18.8pp | 69.6%+26.2pp |
| Annual return | 19.08% | 19.37%-0.3pp | 91.61%-72.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $3,185 | $1,945+63.7% | $2,541+25.3% | $2,471+28.9% |
| Participant deferral / active EE | $7,567 | $3,440+120.0% | $4,167+81.6% | $3,740+102.3% |
| Admin fee / account holder | $4,361 | $5,622-22.4% | $6,795-35.8% | $5,306-17.8% |