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 | $72,473 | $78,422-7.6% | $95,952-24.5% | $79,858-9.2% |
| Participation rate | 98.4% | 73.5%+25.0pp | 77.1%+21.4pp | 69.6%+28.8pp |
| Annual return | 12.38% | 19.37%-7.0pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,582 | $1,945+84.2% | $2,541+41.0% | $2,471+45.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13,603 | $5,622+142.0% | $6,795+100.2% | $5,306+156.4% |