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 9-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 | $124,883 | $172,478-27.6% | $145,661-14.3% | $142,382-12.3% |
| Participation rate | 95.2% | 80.1%+15.1pp | 77.2%+18.0pp | 80.1%+15.1pp |
| Annual return | 17.27% | 151.09%-133.8pp | 101.46%-84.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $8,398 | $4,899+71.4% | $4,238+98.2% | $4,299+95.3% |
| Participant deferral / active EE | $12,442 | $8,348+49.0% | $7,198+72.8% | $6,507+91.2% |
| Admin fee / account holder | $7,897 | $16,864-53.2% | $12,466-36.7% | $12,624-37.4% |