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 | $130,410 | $118,680+9.9% | $98,907+31.9% | $158,922-17.9% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+9.0pp |
| Annual return | 18.54% | 372.35%-353.8pp | 196.43%-177.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,918 | $3,333-12.5% | $2,689+8.5% | $4,761-38.7% |
| Participant deferral / active EE | $9,718 | $5,088+91.0% | $4,244+129.0% | $5,982+62.4% |
| Admin fee / account holder | $6,397 | $10,131-36.9% | $6,642-3.7% | $11,246-43.1% |