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 5-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 | $123,955 | $154,228-19.6% | $145,433-14.8% | $137,256-9.7% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 19.97% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $10,825 | $4,804+125.3% | $4,554+137.7% | $4,156+160.5% |
| Participant deferral / active EE | $17,516 | $8,216+113.2% | $7,897+121.8% | $6,407+173.4% |
| Admin fee / account holder | $16,868 | $14,344+17.6% | $13,129+28.5% | $12,270+37.5% |