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 | $125,321 | $154,228-18.7% | $145,433-13.8% | $137,256-8.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 14.07% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $16,492 | $4,804+243.3% | $4,554+262.1% | $4,156+296.8% |
| Participant deferral / active EE | $12,044 | $8,216+46.6% | $7,897+52.5% | $6,407+88.0% |
| Admin fee / account holder | $187,767 | $14,344+1209.1% | $13,129+1330.2% | $12,270+1430.3% |