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 | $75,741 | $68,346+10.8% | $94,646-20.0% | $75,163+0.8% |
| Participation rate | 95.2% | 76.1%+19.1pp | 80.8%+14.4pp | 67.2%+28.0pp |
| Annual return | 16.44% | 616.93%-600.5pp | 156.71%-140.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $905 | $2,701-66.5% | $3,672-75.3% | $2,670-66.1% |
| Participant deferral / active EE | $4,698 | $6,537-28.1% | $7,418-36.7% | $4,125+13.9% |
| Admin fee / account holder | $1,668 | $5,326-68.7% | $7,231-76.9% | $5,651-70.5% |