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 | $114,098 | $177,572-35.7% | $154,803-26.3% | $142,382-19.9% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 15.19% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $6,161 | $4,810+28.1% | $4,305+43.1% | $4,299+43.3% |
| Participant deferral / active EE | $6,988 | $6,272+11.4% | $5,540+26.1% | $6,507+7.4% |
| Admin fee / account holder | $27,037 | $16,786+61.1% | $14,329+88.7% | $12,624+114.2% |