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 | $136,104 | $111,754+21.8% | $103,333+31.7% | $145,922-6.7% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 13.36% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,250 | $4,212-70.3% | $3,868-67.7% | $4,660-73.2% |
| Participant deferral / active EE | $4,217 | $5,619-25.0% | $5,057-16.6% | $6,688-36.9% |
| Admin fee / account holder | $699 | $9,750-92.8% | $8,355-91.6% | $13,397-94.8% |