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 | $131,155 | $114,381+14.7% | $107,525+22.0% | $142,382-7.9% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 12.91% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,595 | $4,015-35.4% | $3,754-30.9% | $4,299-39.6% |
| Participant deferral / active EE | $3,160 | $5,564-43.2% | $5,116-38.2% | $6,507-51.4% |
| Admin fee / account holder | $24,972 | $9,860+153.3% | $8,919+180.0% | $12,624+97.8% |