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 | $148,398 | $114,381+29.7% | $107,525+38.0% | $142,382+4.2% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 12.49% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,598 | $4,015-10.4% | $3,754-4.2% | $4,299-16.3% |
| Participant deferral / active EE | $12,022 | $5,564+116.1% | $5,116+135.0% | $6,507+84.7% |
| Admin fee / account holder | $9,422 | $9,860-4.4% | $8,919+5.6% | $12,624-25.4% |