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 | $132,668 | $114,381+16.0% | $107,525+23.4% | $142,382-6.8% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 13.26% | 242.71%-229.4pp | 181.32%-168.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,610 | $4,015-10.1% | $3,754-3.8% | $4,299-16.0% |
| Participant deferral / active EE | $8,823 | $5,564+58.6% | $5,116+72.5% | $6,507+35.6% |
| Admin fee / account holder | $564 | $9,860-94.3% | $8,919-93.7% | $12,624-95.5% |