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 | $65,771 | $72,012-8.7% | $185,823-64.6% | $79,858-17.6% |
| Participation rate | 91.9% | 65.8%+26.1pp | 78.0%+13.9pp | 69.6%+22.3pp |
| Annual return | 17.27% | 23.12%-5.9pp | 35.95%-18.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $3,233 | $1,965+64.6% | $4,087-20.9% | $2,471+30.8% |
| Participant deferral / active EE | $4,652 | $3,779+23.1% | $5,632-17.4% | $3,740+24.4% |
| Admin fee / account holder | $22,139 | $4,513+390.6% | $9,500+133.0% | $5,306+317.2% |