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 | $139,567 | $114,381+22.0% | $107,525+29.8% | $142,382-2.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 11.69% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,072 | $4,015+26.3% | $3,754+35.1% | $4,299+18.0% |
| Participant deferral / active EE | $14,034 | $5,564+152.2% | $5,116+174.3% | $6,507+115.7% |
| Admin fee / account holder | $872 | $9,860-91.2% | $8,919-90.2% | $12,624-93.1% |