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 9-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 | $73,273 | $73,933-0.9% | $96,683-24.2% | $75,163-2.5% |
| Participation rate | 87.2% | 66.4%+20.8pp | 74.3%+12.8pp | 67.2%+20.0pp |
| Annual return | 20.43% | 26.70%-6.3pp | 35.69%-15.3pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,692 | $2,928-8.0% | $3,737-27.9% | $2,670+0.8% |
| Participant deferral / active EE | $6,049 | $3,659+65.3% | $4,878+24.0% | $4,125+46.6% |
| Admin fee / account holder | $1,680 | $5,216-67.8% | $6,730-75.0% | $5,651-70.3% |