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 | $30,770 | $93,571-67.1% | $135,903-77.4% | $75,163-59.1% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 18.20% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $4,031 | $3,537+14.0% | $4,856-17.0% | $2,670+51.0% |
| Participant deferral / active EE | $4,751 | $6,404-25.8% | $7,758-38.8% | $4,125+15.2% |
| Admin fee / account holder | $1,273 | $6,975-81.8% | $10,762-88.2% | $5,651-77.5% |