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 | $142,435 | $159,602-10.8% | $150,045-5.1% | $142,3820% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 15.16% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $12,749 | $4,961+157.0% | $4,693+171.6% | $4,299+196.5% |
| Participant deferral / active EE | $14,457 | $8,310+74.0% | $7,997+80.8% | $6,507+122.2% |
| Admin fee / account holder | $17,085 | $14,846+15.1% | $13,435+27.2% | $12,624+35.3% |