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 | $113,527 | $154,228-26.4% | $145,433-21.9% | $137,256-17.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 13.34% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $5,355 | $4,804+11.5% | $4,554+17.6% | $4,156+28.8% |
| Participant deferral / active EE | $12,016 | $8,216+46.2% | $7,897+52.2% | $6,407+87.6% |
| Admin fee / account holder | $31,364 | $14,344+118.7% | $13,129+138.9% | $12,270+155.6% |