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 | $73,297 | $79,944-8.3% | $98,439-25.5% | $75,163-2.5% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.2%+13.7pp | 67.2%+21.7pp |
| Annual return | 13.92% | 19.75%-5.8pp | 21.16%-7.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,658 | $2,264-26.8% | $3,048-45.6% | $2,670-37.9% |
| Participant deferral / active EE | $2,646 | $3,752-29.5% | $4,738-44.2% | $4,125-35.9% |
| Admin fee / account holder | $3,416 | $6,840-50.1% | $8,948-61.8% | $5,651-39.6% |