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 | $124,532 | $73,933+68.4% | $96,683+28.8% | $75,163+65.7% |
| Participation rate | 98.4% | 66.4%+32.0pp | 74.3%+24.1pp | 67.2%+31.2pp |
| Annual return | 16.70% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $10,032 | $2,928+242.6% | $3,737+168.5% | $2,670+275.7% |
| Participant deferral / active EE | $5,631 | $3,659+53.9% | $4,878+15.4% | $4,125+36.5% |
| Admin fee / account holder | $5,110 | $5,216-2.0% | $6,730-24.1% | $5,651-9.6% |