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 | $115,925 | $157,256-26.3% | $141,162-17.9% | $152,861-24.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 28.26% | 64.32%-36.1pp | 71.39%-43.1pp | 345.32%-317.1pp |
| Employer contribution / active EE | $15,044 | $5,261+186.0% | $4,735+217.7% | $4,762+215.9% |
| Participant deferral / active EE | $12,216 | $7,109+71.8% | $6,709+82.1% | $5,850+108.8% |
| Admin fee / account holder | $655 | $12,120-94.6% | $10,261-93.6% | $11,596-94.4% |