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 4-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 | $123,002 | $201,259-38.9% | $184,200-33.2% | $145,959-15.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 19.10% | 28.98%-9.9pp | 28.80%-9.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $10,037 | $7,018+43.0% | $6,424+56.2% | $4,661+115.4% |
| Participant deferral / active EE | $14,605 | $9,806+48.9% | $9,132+59.9% | $6,689+118.4% |
| Admin fee / account holder | $1,240 | $16,372-92.4% | $13,907-91.1% | $13,398-90.7% |