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 | $64,353 | $70,669-8.9% | $169,368-62.0% | $75,163-14.4% |
| Participation rate | 92.0% | 64.8%+27.2pp | 77.1%+14.9pp | 67.2%+24.8pp |
| Annual return | 20.73% | 36.36%-15.6pp | 405.60%-384.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,281 | $2,211+3.2% | $4,013-43.2% | $2,670-14.6% |
| Participant deferral / active EE | $9,318 | $4,311+116.2% | $6,221+49.8% | $4,125+125.9% |
| Admin fee / account holder | $446 | $5,402-91.7% | $9,003-95.0% | $5,651-92.1% |