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 | $72,324 | $80,968-10.7% | $96,544-25.1% | $75,163-3.8% |
| Participation rate | 97.3% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.1pp |
| Annual return | 19.47% | 27.06%-7.6pp | 25.84%-6.4pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,672 | $2,282+17.1% | $2,965-9.9% | $2,670+0.1% |
| Participant deferral / active EE | $6,867 | $3,928+74.8% | $4,851+41.6% | $4,125+66.5% |
| Admin fee / account holder | $2,435 | $6,724-63.8% | $8,252-70.5% | $5,651-56.9% |