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 | $84,230 | $73,933+13.9% | $96,683-12.9% | $75,163+12.1% |
| Participation rate | 86.8% | 66.4%+20.4pp | 74.3%+12.5pp | 67.2%+19.7pp |
| Annual return | 15.00% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,697 | $2,928-7.9% | $3,737-27.8% | $2,670+1.0% |
| Participant deferral / active EE | $6,766 | $3,659+84.9% | $4,878+38.7% | $4,125+64.0% |
| Admin fee / account holder | $14,944 | $5,216+186.5% | $6,730+122.1% | $5,651+164.4% |