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 | $122,141 | $135,952-10.2% | $123,892-1.4% | $273,961-55.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 12.35% | 56.63%-44.3pp | 47.52%-35.2pp | 41.45%-29.1pp |
| Employer contribution / active EE | $17,078 | $5,170+230.4% | $4,617+269.9% | $4,869+250.8% |
| Participant deferral / active EE | $7,757 | $6,343+22.3% | $5,984+29.6% | $5,287+46.7% |
| Admin fee / account holder | $16,035 | $9,817+63.3% | $8,357+91.9% | $10,132+58.3% |