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 | $120,432 | $114,381+5.3% | $107,525+12.0% | $142,382-15.4% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 16.93% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $12,326 | $4,015+207.0% | $3,754+228.4% | $4,299+186.7% |
| Participant deferral / active EE | $10,723 | $5,564+92.7% | $5,116+109.6% | $6,507+64.8% |
| Admin fee / account holder | $14,131 | $9,860+43.3% | $8,919+58.4% | $12,624+11.9% |