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 | $70,770 | $73,933-4.3% | $96,683-26.8% | $75,163-5.8% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 18.04% | 26.70%-8.7pp | 35.69%-17.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,706 | $2,928-7.6% | $3,737-27.6% | $2,670+1.4% |
| Participant deferral / active EE | $9,108 | $3,659+148.9% | $4,878+86.7% | $4,125+120.8% |
| Admin fee / account holder | $1,893 | $5,216-63.7% | $6,730-71.9% | $5,651-66.5% |