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 | $67,939 | $88,672-23.4% | $105,223-35.4% | $82,448-17.6% |
| Participation rate | 97.6% | 67.9%+29.7pp | 75.0%+22.6pp | 68.1%+29.6pp |
| Annual return | 13.97% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $6,837 | $3,048+124.3% | $3,689+85.4% | $2,551+168.0% |
| Participant deferral / active EE | $2,681 | $4,036-33.6% | $5,072-47.1% | $4,139-35.2% |
| Admin fee / account holder | $7,490 | $7,146+4.8% | $8,859-15.4% | $7,234+3.5% |