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 | $130,453 | $115,770+12.7% | $101,248+28.8% | $158,922-17.9% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 16.60% | 56.14%-39.5pp | 46.47%-29.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $11,678 | $4,175+179.7% | $3,660+219.1% | $4,761+145.3% |
| Participant deferral / active EE | $4,948 | $4,957-0.2% | $4,370+13.2% | $5,982-17.3% |
| Admin fee / account holder | $8,736 | $7,245+20.6% | $5,945+46.9% | $11,246-22.3% |