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 5-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 | $117,361 | $111,814+5.0% | $103,374+13.5% | $145,959-19.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.12% | 24.77%-12.7pp | 24.89%-12.8pp | 561.95%-549.8pp |
| Employer contribution / active EE | $4,096 | $4,214-2.8% | $3,869+5.9% | $4,661-12.1% |
| Participant deferral / active EE | $14,195 | $5,618+152.7% | $5,058+180.7% | $6,689+112.2% |
| Admin fee / account holder | $14,605 | $9,754+49.7% | $8,394+74.0% | $13,398+9.0% |