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 6-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 | $119,771 | $154,228-22.3% | $145,433-17.6% | $137,256-12.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 21.24% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $16,045 | $4,804+234.0% | $4,554+252.3% | $4,156+286.1% |
| Participant deferral / active EE | $8,880 | $8,216+8.1% | $7,897+12.4% | $6,407+38.6% |
| Admin fee / account holder | $18,859 | $14,344+31.5% | $13,129+43.6% | $12,270+53.7% |