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 | $121,104 | $148,534-18.5% | $135,903-10.9% | $139,434-13.1% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 13.31% | 79.19%-65.9pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $13,638 | $5,243+160.1% | $4,856+180.8% | $4,751+187.1% |
| Participant deferral / active EE | $10,573 | $8,100+30.5% | $7,758+36.3% | $6,710+57.6% |
| Admin fee / account holder | $16,760 | $12,400+35.2% | $10,762+55.7% | $11,403+47.0% |