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 | $63,917 | $69,515-8.1% | $86,874-26.4% | $85,850-25.5% |
| Participation rate | 93.3% | 66.3%+27.0pp | 71.6%+21.7pp | 69.3%+24.0pp |
| Annual return | 25.07% | 20.12%+4.9pp | 63.52%-38.5pp | 318.53%-293.5pp |
| Employer contribution / active EE | $2,529 | $1,880+34.5% | $2,495+1.3% | $2,565-1.4% |
| Participant deferral / active EE | $2,858 | $2,919-2.1% | $3,699-22.7% | $3,952-27.7% |
| Admin fee / account holder | $12,375 | $5,972+107.2% | $5,828+112.3% | $6,260+97.7% |