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 | $121,932 | $106,515+14.5% | $96,683+26.1% | $139,434-12.6% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.3%+4.6pp | 80.3%-1.4pp |
| Annual return | 17.66% | 38.43%-20.8pp | 35.69%-18.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $10,242 | $4,103+149.6% | $3,737+174.1% | $4,751+115.6% |
| Participant deferral / active EE | $6,494 | $5,454+19.1% | $4,878+33.1% | $6,710-3.2% |
| Admin fee / account holder | $14,816 | $7,877+88.1% | $6,730+120.2% | $11,403+29.9% |