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 | $69,745 | $93,571-25.5% | $135,903-48.7% | $75,163-7.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 72.27% | 30.90%+41.4pp | 68.23%+4.0pp | 160.62%-88.4pp |
| Employer contribution / active EE | $3,778 | $3,537+6.8% | $4,856-22.2% | $2,670+41.5% |
| Participant deferral / active EE | $8,201 | $6,404+28.1% | $7,758+5.7% | $4,125+98.8% |
| Admin fee / account holder | $2,625 | $6,975-62.4% | $10,762-75.6% | $5,651-53.6% |