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 | $120,923 | $178,174-32.1% | $156,181-22.6% | $137,256-11.9% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.8%+14.9pp | 80.0%+13.8pp |
| Annual return | 15.96% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $6,695 | $4,972+34.7% | $4,294+55.9% | $4,156+61.1% |
| Participant deferral / active EE | $7,007 | $6,888+1.7% | $6,132+14.3% | $6,407+9.4% |
| Admin fee / account holder | $8,123 | $17,404-53.3% | $14,586-44.3% | $12,270-33.8% |