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 | $134,465 | $127,065+5.8% | $113,168+18.8% | $142,382-5.6% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 15.17% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,581 | $3,442+62.1% | $2,975+87.6% | $4,299+29.8% |
| Participant deferral / active EE | $12,636 | $5,716+121.0% | $5,107+147.4% | $6,507+94.2% |
| Admin fee / account holder | $14,684 | $15,736-6.7% | $12,068+21.7% | $12,624+16.3% |