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 | $65,335 | $72,277-9.6% | $101,248-35.5% | $79,858-18.2% |
| Participation rate | 98.6% | 68.5%+30.2pp | 75.8%+22.8pp | 69.6%+29.0pp |
| Annual return | 32.36% | 22.30%+10.1pp | 46.47%-14.1pp | 31.71%+0.6pp |
| Employer contribution / active EE | $4,237 | $2,692+57.4% | $3,660+15.8% | $2,471+71.5% |
| Participant deferral / active EE | $8,583 | $3,282+161.5% | $4,370+96.4% | $3,740+129.5% |
| Admin fee / account holder | $8,983 | $4,400+104.1% | $5,945+51.1% | $5,306+69.3% |