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 | $71,211 | $77,899-8.6% | $149,673-52.4% | $75,163-5.3% |
| Participation rate | 90.8% | 65.6%+25.2pp | 78.8%+12.0pp | 67.2%+23.6pp |
| Annual return | 16.79% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $5,845 | $3,137+86.3% | $4,818+21.3% | $2,670+118.9% |
| Participant deferral / active EE | $7,325 | $3,411+114.8% | $5,680+29.0% | $4,125+77.6% |
| Admin fee / account holder | $9,971 | $5,956+67.4% | $13,210-24.5% | $5,651+76.4% |