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 | $138,513 | $127,065+9.0% | $113,168+22.4% | $142,382-2.7% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 19.56% | 24.03%-4.5pp | 24.27%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $5,639 | $3,442+63.8% | $2,975+89.5% | $4,299+31.2% |
| Participant deferral / active EE | $6,961 | $5,716+21.8% | $5,107+36.3% | $6,507+7.0% |
| Admin fee / account holder | $44,778 | $15,736+184.6% | $12,068+271.1% | $12,624+254.7% |