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 | $91,511 | $165,912-44.8% | $122,332-25.2% | $147,584-38.0% |
| Participation rate | 95.7% | 79.6%+16.1pp | 71.6%+24.0pp | 82.8%+12.8pp |
| Annual return | 14.86% | 34.55%-19.7pp | 30.27%-15.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,806 | $5,754-68.6% | $4,050-55.4% | $4,876-63.0% |
| Participant deferral / active EE | $4,374 | $4,005+9.2% | $3,287+33.1% | $5,439-19.6% |
| Admin fee / account holder | $13,531 | $7,424+82.3% | $5,478+147.0% | $10,885+24.3% |