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 | $72,487 | $78,672-7.9% | $109,143-33.6% | $85,850-15.6% |
| Participation rate | 84.3% | 68.3%+16.0pp | 75.9%+8.4pp | 69.3%+15.0pp |
| Annual return | 13.11% | 25.09%-12.0pp | 25.75%-12.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,454 | $2,735-10.3% | $3,722-34.1% | $2,565-4.3% |
| Participant deferral / active EE | $3,839 | $3,467+10.7% | $4,653-17.5% | $3,952-2.8% |
| Admin fee / account holder | $6,781 | $5,469+24.0% | $6,752+0.4% | $6,260+8.3% |