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 | $123,492 | $118,680+4.1% | $98,907+24.9% | $158,922-22.3% |
| Participation rate | 82.6% | 77.8%+4.8pp | 76.0%+6.6pp | 82.0%+0.7pp |
| Annual return | 11.01% | 372.35%-361.3pp | 196.43%-185.4pp | 302.83%-291.8pp |
| Employer contribution / active EE | $3,812 | $3,333+14.4% | $2,689+41.8% | $4,761-19.9% |
| Participant deferral / active EE | $9,335 | $5,088+83.5% | $4,244+119.9% | $5,982+56.0% |
| Admin fee / account holder | $9,982 | $10,131-1.5% | $6,642+50.3% | $11,246-11.2% |