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 | $125,940 | $111,754+12.7% | $103,333+21.9% | $145,922-13.7% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 20.99% | 24.77%-3.8pp | 24.88%-3.9pp | 561.29%-540.3pp |
| Employer contribution / active EE | $7,535 | $4,212+78.9% | $3,868+94.8% | $4,660+61.7% |
| Participant deferral / active EE | $4,570 | $5,619-18.7% | $5,057-9.6% | $6,688-31.7% |
| Admin fee / account holder | $7,717 | $9,750-20.9% | $8,355-7.6% | $13,397-42.4% |