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 | $114,716 | $81,208+41.3% | $98,907+16.0% | $79,858+43.7% |
| Participation rate | 91.0% | 72.5%+18.5pp | 76.0%+15.0pp | 69.6%+21.4pp |
| Annual return | 19.23% | 60.99%-41.8pp | 196.43%-177.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $5,242 | $1,960+167.5% | $2,689+94.9% | $2,471+112.1% |
| Participant deferral / active EE | $7,556 | $3,265+131.4% | $4,244+78.0% | $3,740+102.0% |
| Admin fee / account holder | $5,304 | $6,013-11.8% | $6,642-20.1% | $5,306-0.1% |