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 | $122,369 | $159,934-23.5% | $147,005-16.8% | $145,959-16.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.18% | 98.24%-83.1pp | 418.76%-403.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $3,309 | $5,287-37.4% | $4,934-32.9% | $4,661-29.0% |
| Participant deferral / active EE | $13,246 | $8,427+57.2% | $8,070+64.1% | $6,689+98.0% |
| Admin fee / account holder | $1,297 | $15,053-91.4% | $13,006-90.0% | $13,398-90.3% |