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 | $130,553 | $103,376+26.3% | $87,100+49.9% | $152,861-14.6% |
| Participation rate | 90.5% | 79.3%+11.1pp | 76.9%+13.6pp | 82.4%+8.0pp |
| Annual return | 20.29% | 28.10%-7.8pp | 28.19%-7.9pp | 345.32%-325.0pp |
| Employer contribution / active EE | $8,146 | $3,220+153.0% | $2,521+223.1% | $4,762+71.1% |
| Participant deferral / active EE | $5,323 | $4,778+11.4% | $4,049+31.5% | $5,850-9.0% |
| Admin fee / account holder | $2,400 | $12,205-80.3% | $7,497-68.0% | $11,596-79.3% |