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 | $70,762 | $71,050-0.4% | $93,606-24.4% | $80,856-12.5% |
| Participation rate | 92.6% | 60.4%+32.2pp | 68.7%+23.9pp | 67.6%+25.0pp |
| Annual return | 11.73% | 11.26%+0.5pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,251 | $1,564+107.9% | $2,420+34.3% | $2,755+18.0% |
| Participant deferral / active EE | $6,444 | $4,034+59.7% | $4,411+46.1% | $4,296+50.0% |
| Admin fee / account holder | $4,656 | $6,945-33.0% | $8,285-43.8% | $6,918-32.7% |