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 7-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 | $123,987 | $111,754+10.9% | $103,333+20.0% | $145,922-15.0% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 13.72% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $14,785 | $4,212+251.0% | $3,868+282.3% | $4,660+217.3% |
| Participant deferral / active EE | $9,098 | $5,619+61.9% | $5,057+79.9% | $6,688+36.0% |
| Admin fee / account holder | $13,012 | $9,750+33.5% | $8,355+55.7% | $13,397-2.9% |