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 4-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 | $140,541 | $114,381+22.9% | $107,525+30.7% | $142,382-1.3% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 13.25% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $7,281 | $4,015+81.4% | $3,754+94.0% | $4,299+69.4% |
| Participant deferral / active EE | $8,961 | $5,564+61.0% | $5,116+75.2% | $6,507+37.7% |
| Admin fee / account holder | $1,713 | $9,860-82.6% | $8,919-80.8% | $12,624-86.4% |