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 | $127,149 | $148,534-14.4% | $135,903-6.4% | $139,434-8.8% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 16.21% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $16,374 | $5,243+212.3% | $4,856+237.2% | $4,751+244.7% |
| Participant deferral / active EE | $18,246 | $8,100+125.3% | $7,758+135.2% | $6,710+171.9% |
| Admin fee / account holder | $34,906 | $12,400+181.5% | $10,762+224.3% | $11,403+206.1% |