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 | $108,001 | $100,970+7.0% | $96,576+11.8% | $137,256-21.3% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 19.97% | 38.16%-18.2pp | 38.47%-18.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $13,339 | $3,809+250.2% | $3,553+275.4% | $4,156+221.0% |
| Participant deferral / active EE | $9,393 | $8,286+13.4% | $7,956+18.1% | $6,407+46.6% |
| Admin fee / account holder | $791 | $11,312-93.0% | $11,381-93.1% | $12,270-93.6% |