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 | $146,559 | $114,381+28.1% | $107,525+36.3% | $142,382+2.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 13.13% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,284 | $4,015-43.1% | $3,754-39.1% | $4,299-46.9% |
| Participant deferral / active EE | $12,398 | $5,564+122.8% | $5,116+142.4% | $6,507+90.5% |
| Admin fee / account holder | $969 | $9,860-90.2% | $8,919-89.1% | $12,624-92.3% |