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 | $77,082 | $78,672-2.0% | $109,143-29.4% | $85,850-10.2% |
| Participation rate | 93.2% | 68.3%+24.9pp | 75.9%+17.3pp | 69.3%+23.9pp |
| Annual return | 15.09% | 25.09%-10.0pp | 25.75%-10.7pp | 318.53%-303.4pp |
| Employer contribution / active EE | $3,972 | $2,735+45.2% | $3,722+6.7% | $2,565+54.8% |
| Participant deferral / active EE | $4,598 | $3,467+32.6% | $4,653-1.2% | $3,952+16.3% |
| Admin fee / account holder | $18,605 | $5,469+240.2% | $6,752+175.5% | $6,260+197.2% |