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 | $129,036 | $116,175+11.1% | $93,606+37.9% | $152,861-15.6% |
| Participation rate | 90.9% | 78.0%+12.9pp | 75.8%+15.1pp | 82.4%+8.5pp |
| Annual return | 21.96% | 35.96%-14.0pp | 32.76%-10.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $4,231 | $3,218+31.5% | $2,718+55.7% | $4,762-11.2% |
| Participant deferral / active EE | $2,251 | $4,603-51.1% | $4,069-44.7% | $5,850-61.5% |
| Admin fee / account holder | $22,019 | $10,748+104.9% | $7,888+179.1% | $11,596+89.9% |