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 | $132,971 | $111,535+19.2% | $105,223+26.4% | $137,256-3.1% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 80.0%+2.4pp |
| Annual return | 18.18% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,122 | $3,939-71.5% | $3,689-69.6% | $4,156-73.0% |
| Participant deferral / active EE | $10,793 | $5,500+96.2% | $5,072+112.8% | $6,407+68.5% |
| Admin fee / account holder | $1,450 | $9,721-85.1% | $8,859-83.6% | $12,270-88.2% |