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 | $140,205 | $114,381+22.6% | $107,525+30.4% | $142,382-1.5% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 16.86% | 242.71%-225.8pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,953 | $4,015-26.4% | $3,754-21.3% | $4,299-31.3% |
| Participant deferral / active EE | $4,629 | $5,564-16.8% | $5,116-9.5% | $6,507-28.9% |
| Admin fee / account holder | $11,704 | $9,860+18.7% | $8,919+31.2% | $12,624-7.3% |