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 | $125,002 | $114,381+9.3% | $107,525+16.3% | $142,382-12.2% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 17.27% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,969 | $4,015+23.8% | $3,754+32.4% | $4,299+15.6% |
| Participant deferral / active EE | $6,242 | $5,564+12.2% | $5,116+22.0% | $6,507-4.1% |
| Admin fee / account holder | $1,705 | $9,860-82.7% | $8,919-80.9% | $12,624-86.5% |