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 | $121,592 | $94,338+28.9% | $100,534+20.9% | $142,382-14.6% |
| Participation rate | 94.7% | 81.7%+13.0pp | 80.6%+14.1pp | 80.1%+14.6pp |
| Annual return | 15.44% | 29.20%-13.8pp | 32.66%-17.2pp | 217.08%-201.6pp |
| Employer contribution / active EE | $6,028 | $4,237+42.3% | $4,346+38.7% | $4,299+40.2% |
| Participant deferral / active EE | $8,492 | $5,934+43.1% | $6,144+38.2% | $6,507+30.5% |
| Admin fee / account holder | $16,920 | $8,421+100.9% | $7,654+121.1% | $12,624+34.0% |