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 | $71,296 | $78,422-9.1% | $95,952-25.7% | $79,858-10.7% |
| Participation rate | 95.7% | 73.5%+22.3pp | 77.1%+18.7pp | 69.6%+26.1pp |
| Annual return | 13.74% | 19.37%-5.6pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $6,613 | $1,945+240.0% | $2,541+160.3% | $2,471+167.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,510 | $5,622-55.4% | $6,795-63.1% | $5,306-52.7% |