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 | $142,724 | $106,584+33.9% | $101,326+40.9% | $142,382+0.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 13.58% | 36.93%-23.3pp | 36.82%-23.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $11,558 | $3,956+192.2% | $3,665+215.3% | $4,299+168.8% |
| Participant deferral / active EE | $0 | $8,297-100.0% | $7,994-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,205 | $11,446-89.5% | $11,185-89.2% | $12,624-90.5% |