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 | $120,694 | $154,228-21.7% | $145,433-17.0% | $137,256-12.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 15.87% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $10,696 | $4,804+122.6% | $4,554+134.8% | $4,156+157.4% |
| Participant deferral / active EE | $15,824 | $8,216+92.6% | $7,897+100.4% | $6,407+147.0% |
| Admin fee / account holder | $15,557 | $14,344+8.5% | $13,129+18.5% | $12,270+26.8% |