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 | $69,928 | $78,422-10.8% | $95,952-27.1% | $79,858-12.4% |
| Participation rate | 83.9% | 73.5%+10.4pp | 77.1%+6.8pp | 69.6%+14.2pp |
| Annual return | 12.44% | 19.37%-6.9pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,001 | $1,945+54.3% | $2,541+18.1% | $2,471+21.4% |
| Participant deferral / active EE | $4,188 | $3,440+21.7% | $4,167+0.5% | $3,740+12.0% |
| Admin fee / account holder | $24,856 | $5,622+342.1% | $6,795+265.8% | $5,306+368.4% |