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 | $143,934 | $114,381+25.8% | $107,525+33.9% | $142,382+1.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 20.25% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,865 | $4,015-3.7% | $3,754+3.0% | $4,299-10.1% |
| Participant deferral / active EE | $9,519 | $5,564+71.1% | $5,116+86.1% | $6,507+46.3% |
| Admin fee / account holder | $1,901 | $9,860-80.7% | $8,919-78.7% | $12,624-84.9% |