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 | $101,026 | $93,571+8.0% | $135,903-25.7% | $75,163+34.4% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | 18.86% | 30.90%-12.0pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $12,351 | $3,537+249.2% | $4,856+154.3% | $2,670+362.6% |
| Participant deferral / active EE | $5,859 | $6,404-8.5% | $7,758-24.5% | $4,125+42.0% |
| Admin fee / account holder | $27,408 | $6,975+292.9% | $10,762+154.7% | $5,651+385.0% |