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 | $207,962 | $165,335+25.8% | $149,696+38.9% | $158,922+30.9% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 18.58% | 348.15%-329.6pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,710 | $5,103-46.9% | $4,644-41.6% | $4,761-43.1% |
| Participant deferral / active EE | $8,105 | $7,181+12.9% | $6,842+18.5% | $5,982+35.5% |
| Admin fee / account holder | $3,505 | $10,807-67.6% | $9,309-62.3% | $11,246-68.8% |