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 | $125,327 | $114,381+9.6% | $107,525+16.6% | $142,382-12.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 21.30% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,845 | $4,015-4.2% | $3,754+2.4% | $4,299-10.6% |
| Participant deferral / active EE | $10,188 | $5,564+83.1% | $5,116+99.1% | $6,507+56.6% |
| Admin fee / account holder | $437 | $9,860-95.6% | $8,919-95.1% | $12,624-96.5% |